INVESTMENT CORE BELIEFS

 

Financial Planning is Key

Goal-focused and planning driven investment advice

 

Empirical Evidence

Disciplined rules-based approach to remove bias and emotion

 

Winning, By Not Losing

Downside protection through risk management

Not about what you make, but what you keep

Maximizing gains through minimization of expenses and tax drag

We strive to keep our plans simple but effective. We believe financial planning and wealth management should be built on sound principles.
We believe that our role as financial advisors is to remove obstacles and implement a solid investment plan that fits each client’s needs. Our financial planning process follows three steps:

Initial Meeting | Our initial and ongoing discussions center on our client’s goals and their values. Not only do we want to gain a clear picture of their finances, we also want to understand how they want to balance their values, lifestyle and money. During our initial meeting, we also introduce ourselves and share more about our process

Blueprinting | We create two detailed analyses after gathering financial data: one to evaluate the current course of action and one to evaluate our recommended plan to align values and goals.

Implementation | We put the recommendations in place with a concierge-styled action plan. On an ongoing basis, we continue discussions on balance, changes and ensuring your wealth is supporting your life by design.

Cost Simplicity and Transparency

We believe in having a simple, easy-to-understand pricing structure. As a firm, we believe it is our responsibility to be cost-efficient and to implement a fee structure that avoids the inherent conflicts of interest found in other payment methods. This is in the best interest of you, our client.

This all-encompassing advisory fee includes our wealth management, financial planning, advice and implementation services. You will never be on the clock with our team.

Assets Under Management
Annual Fee Rate
$0 to $500,000
1.40%
$500,001 to $1,000,000
.90%
$1,000,001 to $2,000,000
.80%
$2,000,001 to $3,000,000
.70%
$3,000,001 to $10,000,000
.60%
$10,000,001 to $50,000,000
.40%
More than $50,000,001
.30%

ADVISORY FEE SCHEDULE