Investment Management

Full service investment and account management services.  We determine the best strategy based on your entire portfolio, timeline, risk tolerance, and financial goals.

 

We provide an investment recommendation and work with you to implement and monitor your investment.

Services Include

  • time horizon & risk tolerance analysis
  • account establishment
  • contribution & distribution planning and transactions
  • asset allocation/diversification
  • non qualified transaction tax analysis
  • tax-managed investments (as needed)

***For clients with solely portfolio management needs.  Does not provide comprehensive financial planning services.

Assets Pricing** Annual Meetings Additional Financial Planning Services***
<$250k* 1% + $100 monthly 1 0
$250k-$750k 1% 2 1 hour per quarter/4 hours per year
$750k-$1.5M 0.90% 4 1 hour per month
$1.5M+ 0.80% 4 initial plan creation & 1 hour monthly

* accounts less than $250,000 taken on a case-by-case basis

**Pricing listed are advisor management fees, and do not include fund expenses

***hours of financial planning services included, additional financial planning services charged at an hourly rate

Not what you're looking for?

Here are the other services we provide.

Financial Planning

Ideal for clients who want to work with a financial planner on an ongoing basis.

 

We work together to build, implement, and monitor a comprehensive financial plan.

Portfolio Review

For self-directed investors or those who want second opinions on managed accounts.

 

We review your accounts and determine the best strategy for your whole portfolio based on your goals.

Financial Checkup

Use our financial check-up session to confirm you are on track.

 

We cover as much as we can about your financial situation during a two hour meeting and send you a summary of recommendations after the session.

Financial Discipline. Freedom.

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