Fiduciary Services

Flat-Fee Structure: 1% Assets under Management (AUM)**

**.25%/Quarter Minimum Net Worth $100M

Private Banking

Cash Management

Budget Creation

Trust & Estate Planning

Trust Administration

Security Analysis & Research

Equities – Mid and Large-Cap

Fixed Income – Municipal Bonds

ETFs – BlackRock iShares

Non-Profit Research & Management

Form 990 Review

Non-Profit Investigation

Portfolio Management

Process: Monthly Reports ->Quarterly Review ->Quarterly Portfolio Re-balance ->Fiduciary Fee disbursed

Core & Satellite Portfolio Strategy

Alternative Investments

Venture Capital & Angel Investments

1. Wealth Preservation

2. Investment Income

3. Retirement

Business Management & Marketing

Business Account Management

Social Media Marketing

Social Media Campaign Creation

Real Estate Management

Property Management

Property Selection

Criminal Investigations

Interviews

Board Attendance (scheduled)

Proxy Board Attendance – Non-Profits and Startups

Legal Document Delivery (scheduled)

24-hour Delivery Scheduling

Check Delivery

Contract/Legal Document Delivery

On-Site Security*

*Scheduled 1-day on-site security

Invoiced @ $150/hour (8-hour business day)

Film Sets & Studios

Venue Security Screening

Filming Locations

Private Events

Studio Audience Screening

Studio Audience Questionnaire Screener

Studio Audience Screening Interview

Child Performer Scouting

Private Group Auditions

Child-care Screening

Nanny Background Check and Interview

Business Partner Screening

Business Partner Interview

Business Plan Review

Process: Business Plan Review -> Entrepreneur Screening Interview -> Client Approval -> NDA -> Angel Funding