One Low Fee, Endless Possibilities: Simple, effective wealth management; your help desk for living.
Experience GDPwealth: Starting at 1% ($100k minimum)
- Portfolio Management
- Quarterly: Life/Financial Planning (+.20%)
- Monthly: Financial Coaching/Expense Analysis (+.25%)
- Insurance Analysis/Coordination (included)
- Secure Online Vault/File Cabinet (Blackberry/iPhone)
- Best in Class: Online Performance Reporting (Aggregating multiple institutions)
Experience GDPLife: Private Beta ($500k minimum)
- Integrated Bookkeeping/Services1
- All-inclusive Personal Assistant and Concierge Services (+.50% – .75%)
- iPhone/Blackberry Interface (coming soon)
- See Our Current GDPlife All-Inclusive Services Below…
Technology:
- Personal Technology Coaching
- Remote Help Desk
- Digitization Services (Music, Movies, and More…)
- Online Calendar Support/Scheduling
- Computer File Organization/Optimization
Life:
- Scheduled Secure Shredding Services
- Identity Theft Protection and Monitoring
- Complimentary AAA Auto Club Premier Membership2
- Mobile Notary
- In-town Courier
- Discounted Shopping Access
- Secure On-line Vault/File Cabinet
- Monthly Document/Receipt Scanning
- Photo Scanning/Restoration
- Home Inventory Services (Digitally Recorded and Filed)
- Black Car/Limousine and Other Transportation Services3
- Travel Research/Planning
- Hard-to-Find Tickets | Events
–More coming soon: 2010.
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1-Personal Bookkeeping Included/Business Bookkeeping Offered at Discounted Rate.
2-Limited to Two Members Per Household.
3-VIP Access. Discounted Rates.
