Services

Most of our clients use both our financial planning services and our investment management services. During our initial meeting, we will go over the services that are appropriate for you and provide you with a fee quote after the meeting.

Ongoing Financial Planning

We will organize your financial life and give you recommendations that are tailored to you and your personal choices. We will help you articulate what is most important to you and what you want your money to accomplish. We will address financial topics such as taxes, retirement, Social Security, personal real estate, insurance, spending - whatever is relevant to you. We will meet regularly to review your financial health and discuss your goals and needs as well as any new concerns. If any adjustments are appropriate, we will help you implement changes.

Ongoing Investment Management

We will evaluate all your current investments and create a customized investment portfolio specific to your needs and goals. We will organize and manage your investments on an ongoing basis and handle the day-to-day portfolio management, including making adjustments as your investment needs change. We will provide regular updates on your portfolio and on key market developments. Clients who use this service typically have investable assets between $1 million to $10 million.

Fees

We believe in transparent fees. We charge clients for the specific services they need and use. Accordingly, financial planning and investment management fees are calculated separately, as detailed below.

Ongoing Financial Planning Fees

Financial planning fees are customized based on the financial planning needs of each client and are based on the complexity of each client’s situation. For clients that use only financial planning services, fees typically start at $1,250 per quarter.

Ongoing Investment Management Fees

The fee for ongoing investment management is calculated on the amount of assets we manage for our clients. 

Annual Fee Tiers:

  • $0 to $500,000: 1.00%

  • $500,001-$1,000,000: 0.75%

  • $1,000,001 and above: 0.50%

What Type of Service is Right for Me?

It’s hard to say without speaking, so we encourage you to schedule a complimentary initial meeting.