CONNECT

Address:

8245 Tournament Drive - Suite 130
Memphis, TN 38125

Phone:

(901) 748-4899

Fax/Other:

(901) 748-3341

"Concierge Level" Client Service Program


While it may be enough to provide you with a comprehensive integrated investment plan, we feel the need to go one step further. We have developed a "Concierge Level" Client Service Program that we believe is unique in our industry. Our program includes:

Annual Comprehensive Financial Review

  • Investment and estate plans are reviewed and updated
  • All plan document, profiles and data are reviewed and updated annually
  • Overall investment performance is measured and compared to both their benchmark indexes and the goals of your plan
  • Recommendations from attorneys, accountants or other financial providers are incorporated into your plan

Quarterly Performance Review

  • Manager and portfolio performance is reviewed
  • Quarterly performance reports are available
  • Any changes or updates to your current situation are discussed

Monthly Contacts

  • Contact is made once a month in non-review months

Command Asset Program1

  • All basic account fees waived
  • Unlimited free check writing and checks
  • Debit and/or credit cards                          
  • Access to all accounts on-line
  • Enchanced monthly statements
  • Enhanced annual summary and tax packages

Online Account Access

  • Online convenience to help you monitor your investments

Periodic Group Newsletter or Email

  • Newsletter: Articles and commentary regarding the current investment environment and marketplace
  • E-mail: Executive summary/bullet points highlighting the current investment environment and marketplace

Annual Client Appreciation Event

  • Platinum level clients will be invited to our annual client appreciation event

Annual "Accountant-Ready" Tax Packages2

  • 1099s, 5500s, K1s, etc. are prepared and compiled with a summary and details of any gains or losses taken during the year
  • Help reduce your and your accountant's annual tax preparation workload

Year-End Capital Gains Tax Adjustments2

  • We attempt to minimize your annual capital gains taxes – both within your portfolio and from other investments – by realizing necessary losses (if any) at the end of each year to offset any realized gains
  • We can coordinate this effort with you and your accountant so that all of your investments are working in tandem

1Banking services are offered through Wells Fargo Bank, N.A., a separate affiliate of Wells Fargo & Company.

Brokerage Cash Services/Command Check" means a payable through draft that is similar in appearance and function to a traditional check but is written and processed from your brokerage account. Check writing and check order fees apply to Brokerage Cash Services/Command Business. Must be 59 or older for check writing privileges with Brokerage Cash Services/Command IRA.

Credit Cards issued by Wells Fargo Bank, N.A., an Equal Credit Opportunity Lender subject to credit approval. A Business Visa credit card is available for Business Accounts. Contact your Financial Advisor for details.

2Veesart Financial and Wells Fargo Advisors Financial Network are not legal or tax advisors.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals