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512.264.3833

Paul Purcell

Client Service Model for Maugel & Purcell Financial Solutions

CLIENT SERVICE MODEL FOR MAUGEL & PURCELL

 

PLATINUM LEVEL

CHARACTERISTICS

  • ASSETS OVER $1 MILLION UNDER MANAGEMENT OR ADVISEMENT
  • ADVISORY ACCOUNTS FOR MOST OF THE ASSETS UNDER MANAGEMENT
  • CLOSEST PERSONAL RELATIONSHIPS
  • TIMELY RESPONSES TO M&P REQUEST (ANNUAL REVIEW/UPDATE/CASH EDGE/ETC.)
  • PROVIDES QUALIFIED REFERRALS

 SERVICES AND CORRESPONDENCE

  • CUSTOM PORTFOLIO VALUATION
  • PRIVATE MONEY MANAGERS
  • QUARTERLY PERFORMANCE REPORTS
  • ANNUAL MONEY GUIDE PRO PLAN
  • QUARTERLY RE-BALANCE MEETING/ CALL- IF NECESSARY
  • MONTHLY NEWSLETTERS

 

GOLD LEVEL

CHARACTERISTICS

  • ASSETS BETWEEN $500,000- $1 MILLION UNDER MANAGEMENT OR ADVISEMENT
  • ADVISORY ACCOUNTS FOR MOST OF THE ASSETS UNDER MANAGEMENT
  • STRONG PERSONAL RELATIONSHIPS
  • ALWAYS TIMELY RESPONSES TO M&P REQUEST (ANNUAL REVIEW/UPDATE/CASH EDGE/ETC.)
  • PROVIDES QUALIFIED REFERRALS

 SERVICES AND CORRESPONDENCE

  • CUSTOM PORTFOLIO VALUATION
  • QUARTERLY PERFORMANCE REPORTS
  • ANNUAL MONEY GUIDE PRO PLAN
  • BI-ANNUAL RE-BALANCE MEETING/CALL- IF NECESSARY
  • MONTHLY NEWSLETTERS

 

 

SILVER LEVEL

CHARACTERISTICS

  • ASSETS BETWEEN $150,000-$500,000 UNDER MANAGEMENT OR ADVISEMENT
  • ADVISORY ACCOUNTS FOR MOST OF THE ASSETS UNDER MANAGEMENT
  • FOLLOWING M&P PLAN GUIDANCE AND GROWING PORTFOLIO

 SERVICES AND CORRESPONDENCE

  • CUSTOM PORTFOLIO VALUATION
  • STRATEGIC AND TURN KEY PORTFOLIO MANAGEMENT
  • QUARTERLY PERFORMANCE REPORTS
  • ANNUAL MONEY GUIDE PRO PLAN
  • BI-ANNUAL RE-BALANCE MEETING/CALL- IF NECESSARY
  • MONTHLY NEWSLETTERS

 

BRONZE LEVEL

CHARACTERISTICS

  • ASSETS LESS THAN $150,000 UNDER MANAGEMENT OR ADVISEMENT
  • ADVISORY ACCOUNTS , BROKERAGE OR DIRECT WITH MUTUAL FUND ACCOUNTS
  • FOLLOWING M&P PLAN GUIDANCE AND GROWING PORTFOLIO

 

SERVICES AND CORRESPONDENCE

  • TURN KEY PORTFOLIO MANAGEMENT
  • QUARTERLY PERFORMANCE REPORTS (IF ADVISORY CLIENT)
  • ANNUAL MONEY GUIDE PRO PLAN(IF ADVISORY CLIENT) ADDITIONAL FEE IF NOT(BASED ON TOTAL HOUSEHOLD NET WORTH)
  • ANNUAL CALL FROM NANCY OR PAUL TO TOUCH BASE
  • ANNUAL RE-BALANCE MEETING/CALL- IF NECESSARY
  • MONTHLY NEWSLETTERS


PROSPECTOR LEVEL

CHARACTERISTICS

  • JUST BEGINNING THEIR FINANCIAL FUTURES
  • INSURANCE OR FEE ONLY CLIENT
  • FOLLOWING M&P PLAN GUIDANCE AND ESTABLISHING PORTFOLIO
  • REFERRED TO M&P

SERVICES AND CORRESPONDENCE

  • QUARTERLY PERFORMANCE REPORTS (IF ADVISORY CLIENT)
  • ANNUAL MONEY GUIDE PRO PLAN(IF ADVISORY CLIENT) ADDITIONAL FEE IF NOT(BASED ON TOTAL HOUSEHOLD NET WORTH)
  • ANNUAL CALL FROM NANCY OR PAUL TO TOUCH BASE
  • ANNUAL RE-BALANCE MEETING/CALL- IF NECESSARY
  • MONTHLY NEWSLETTERS