Wealth Management Fee Only: Consults solely on investment real estate and charges a fee as a percentage of real estate assets advised on. Does not advise on securities: Advises solely on the real estate aspects of a client’s portfolio. Advising is based upon the Principles of the Certified Financial Planning Practice Standards. Coordinated approach with other professional partners to deliver impactful solutions for the client. Real Estate Brokerage Coordinate the customized real estate investment plan with highly qualified brokers with various specialties to find the property type within the parameters set out by the wealth advisor that best matches the client’s needs. Property Management We work with a high quality property management company that understands our customer service and performance standards.