Stephanie E. Doyle Investment Management is a fee-only financial advisory firm that offers both ongoing money management and stand-alone investment planning. We work solely for the client and receive no compensation from any other source. This eliminates conflicts of interest and allows us to recommend the most cost-effective strategies to meet your needs.
Investment Planning - Our investment planning clients are typically self-directed individuals who want guidance but prefer to manage their own investment portfolios.
Money Management - Our money management clients are typically professionals and small business owners who do not have the time and would prefer to delegate the day-to-day responsibilities.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.
Free Consultation - We offer a complimentary initial consultation where we will discuss your general circumstances.
Investment Planning Fee - We charge an hourly rate and will predetermine an amount based on the amount of time it will take to develop a plan based on the complexity of you needs.
Money Management Fee – We charge an annual management fee, which is typically 1% of assets under management.