Webb Investment Services: Managing Your Financial Life

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Note: Clients should periodically evaluate whether the use of any fee relationship continues to be appropriate in serving their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II, as well as, within the client agreement.

At Webb Investment Services, we offer a full menu of services to help you manage all aspects of your financial life. These include:

Wealth Management

Investment policy statement preparation/risk tolerance assessment
Portfolio development and asset allocation
Oversight of money managers
Quarterly and annual reports
Tax-efficient investing
Socially responsible investing

Strategic Planning

Goals identification
Identifying life changes that affect assets
Current and long-term cash flow management
Retirement planning
Establishing education funds for children and grandchildren
Charitable giving and legacy planning

Advisor Coordination

Legal, tax and insurance advisors coordination
Employer-sponsored retirement and pension evaluation

Estate Planning

Wealth transfer strategies
Beneficiaries review
Business transfers
Insurance review

Fee Alternatives

Webb Investment Services offers you three fee options. You may select the option or combination of options that best fits your needs.

Advisory-based fee – Fees are calculated as a percentage of assets managed.

Fee for service – Fees are based on actual time spent for services provided.

Product implementation fee – Fees are commission-based.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Webb Investments is independent of Raymond James. Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office of information and availability.