We are in the process of opening a financial services corporation. I am in need of a better understanding of my needs for my company. I want to build what I think would be considered a business portfolio. This is my first corporation, so I'm not completely sure if the portfolio is all that I need, so my question would be- Does business plans/projections, and investment strategies all fall under a portfolio? Basically I need an idea of how much we would be working together. :)
And, what would be the overall cost for this to be completed?