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Options for every investor |
Do It Yourself
A: Buy and Hold Strategy
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You
select a pre-assembled portfolio after completing a risk tolerance
questionnaire |
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You monitor
funds for suitability |
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You
rebalance & reallocate your portfolio |
NO CHARGE (fund/portfolio fees only)
B: Active Account Management
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You monitor website information |
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You determine when to invest |
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You determine what to invest in |
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You execute transactions
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NO CHARGE
Manage It For Me
A: Buy and Hold Strategy
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PMFM selects a pre-assembled
portfolio for you after completing a risk tolerance questionnaire |
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PMFM monitors funds for suitability |
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PMFM rebalances & reallocates your
portfolio |
0.45%/year
B: Active Account Management
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PMFM determines when to invest |
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PMFM determines what to invest in |
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PMFM executes all transactions |
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Monthly newsletters. |
1.50%/year
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Active Account Management |
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* Lincoln Lifestyle Portfolio performance is
calculated based on the past performance of each underlying
investment. Advisory fee of 0.45% has been deducted when calculating
returns and account balance.
Lincoln’s Active Account Management option made
available on 1/1/2003; therefore, PMFM Active Acct Mgmt performance
1997-June2005 used for this illustration
Active Account Management are net of advisory
service fee of 1.50%per year. Performance for "Manage it for Me" is
for accounts custodied at Fidelity, where PMFM has approximately
3000 fund choices.
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Questions? Contact us!
Carnegie Financial
312.828.0370
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