Wealth Management Solutions for Plan Participants
As part of our participant support offering, you have access to a self-guided financial planning platform powered by eMoney Advisor. This complimentary tool allows you to organize your financial life and explore key planning concepts at your own pace, including:
Budget tracking and cash-flow monitoring
Financial planning and retirement goal setting
Account aggregation across multiple institutions
Progress monitoring and interactive planning tools
On-demand educational workshops
Personalized Private Client
Wealth Management
For participants seeking a more comprehensive and personalized wealth
management offering beyond the self-service platform, we also offer access to our
private client advisory services. This optional service extends well beyond
managing your 401(k) account and is delivered through a hands-on, high-touch
advisory model designed around your broader financial life
Our private client services may include:
- Management of household assets (IRAs, Roth IRAs, taxable accounts, trusts,
etc.) - Development of a customized Investment Policy Statement (IPS)
- Portfolio customization and asset-location optimization
- Access to select private market strategies
- Ongoing portfolio rebalancing and tax-loss harvesting
- Quarterly performance reporting
- Holistic guidance aligned with your goals, life stage, and long-term legacy objectives
- Retirement income planning focused on sustainable cash-flow strategies
- Coordination with estate planning and tax professionals
- Direct advisor access, including semi-annual portfolio reviews and ongoing suppor
Private client wealth management services are offered at an annual fee of 0.70%
of household assets, capped at a maximum annual fee of $10,000.
If you’re interested in learning more or determining whether this service is a
good fit for your situation, please contact us at Info@FPLCM.com.