Grogan Advisory
Services, Your Financial Advisors
Available for all ASCE Members*
Lifetime Investment Series
You’ve
spent a lifetime making Conscious Choices about your life and career –
shouldn’t you do the same with your assets?
At Grogan
Advisory Services we will work with you to manage your retirement and
individual accounts, including 401k's , IRA's, 403b's and Roth IRA's,
to make your money work as hard for you as you worked for it.
- Industry
First
- Regardless
of your asset size, you will receive investment services like
that of a millionaire.
- Cooperative
Investment Advice
- Unlike
many investment programs, Grogan Advisory Services works with you
on investment decisions. We do not assume discretionary control
of your money.
- Lifetime
Service
- Coupled
with our financial planning services, Grogan Advisory Services
can assist you through all of life’s stages.
Lifetime Investment
Series
The
Advisor Account**
Get your
investment strategy off to the right start with the Advisor Account.
Asset
Size - $99,999 or less
- Dedicated
Investment Advisor
- Single
Professional Money Manager
to manage your assets
- Custom
Portfolio Design
to meet your needs and goals
- Automatic
Rebalancing
to keep your portfolio on track
- Annual
Portfolio Performance Review
- 50%
off on all Financial Plans
offered by Grogan Advisory Services
- $25
account fee
- Internet
Account Access
The
Select Account**
Develop
strategies to manage your assets towards goals and time frames with the
Select Account.
Asset
Size - $100,000 - $500,000
Management
Fees - 1.25% - 2.0% Maximum
- Dedicated
Investment Advisor
- No
Account Fees
- Active
Asset Management
- Customized
Portfolio Design
- NAV
Purchases
of mutual funds
- Over
11,000
mutual funds available
- Unlimited
Stock trades
(free guidance provided on stocks)
- Semi-Annual
Portfolio Performance Reviews
- 25%
off on all Financial Plans offered
by Grogan Advisory Services (Lifetime reviews for free)
The
Advantage Account**
You're
close to your goals and now it's time to establish tax efficient asset
management strategies with the Advantage Account.
Asset
Size - $500,000 - $1,000,000 or more
|
Management
Fees - |
0.95%
- 1.25% on the first million
Negotiable for $1,000,000 or more |
- Dedicated
Investment Advisor Group
- No Account
Fees
- Active
Asset Management
- Customized
Portfolio Design
- NAV Purchases
of
mutual funds
- Over 11,000
mutual
funds available
- Unlimited
Stock trades (free
guidance provided on stocks)
- Quarterly
Portfolio Performance Reviews
- Free Life
Financial Plan or Estate Financial Plan (Lifetime reviews for free)
These
programs are available for immediate family as well.
Assets will be grouped as a family to receive larger discounts.
Fees are based on asset size and asset allocations. The
average mutual fund expense ratio is 1.72% (Kiplinger 2.20.03)
*US Members only
**Grogan Advisory Services will not assume discretionary control of your
assets. Grogan Advisory Services works with our clients on all investment
selections and decisions.
Securities offered through Medallion Investment
Services, Inc.*
Member NASD & SIPC (410) 544-8400
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group
Non qualified withdrawals are subject to federal and
state income tax and a 10% penalty.
The federal tax treatment of 529 Plans under the Economic
and Tax Reconciliation Act of 2001 will expire after December 31, 2010
unless Congress extends the law.
Grogan Advisory Services
1709 Cherokee Road #305
Johnson City, TN 37604
518.899.6090
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