Bartley Financial Advisors

About

The service includes personalized asset allocation and investment selection, investment monitoring and portfolio rebalancing. A quarterly report is provided as well as daily access to your account and portfolio reports through this web site or the Fidelity.com. The service also includes monitoring your education, estate, retirement, and risk management plans, and tax planning. All services are included in the quarterly fees described below. Our philosophy is to not only manage a client's investments but also provide comprehensive planning and follow-up to ensure that all of the client's financial goals and objectives are being addressed and implemented. We provide quarterly performance reports for all investment advisory client