Solutions We Provide

Portfolio Plan Comparison

Service Features Supervised Portfolios Tailored Portfolios
Investment Management | Five Designated Portfolios
X
Investment Selection Using Low-Cost Funds
X
Investment Selection from Our Recommended List, Real Estate & Energy Partnerships
X
Personalized Portfolio Design and Monitoring
X
Account Review Twice Per Year with Advisor
X
Monthly Account Statements from Schwab
X
X
Monthly and/or Weekly Video Messages
X
X
Educational Seminars and Client Events
X
X
Account Access Through Your Own Client Portal
X
X
Tax Return Preparation (no additional cost for acct. values > $250,000)
Per Hour Cost
X
Financial Planning
Per Hour Cost
X
Social Security Timing Reports
Per Hour Cost
X
Estate Planning Consultation (1-2 hours with outside attorney)
Per Hour Cost
X
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Dickinson Investment Advisors - Council Bluffs, IA
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Dickinson Investment Advisors - Council Bluffs, IA
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Dickinson Investment Advisors - Council Bluffs, IA
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