No asset minimums
Investment management approach is integrated with your specific financial planning needs
Passive, low cost investment philosophy
Portfolio diversified across both asset classes and investment approaches
Sophisticated risk management techniques
Online account access
Unique portfolio construction tailored to you
Investment Policy statement created
Annual reviews and re-balancing
Investment management fees
1.00% per year for the first $250,000
0.5% on $250,000 and above
All fees are prorated and charged quarterly in arrears. All financial planning is included with these fees once clients have $120,000 of assets under management.
Our clients will NOT be charged this fee for investment advice on assets that we do not have discretion over, such as current 401(k) plans or 529 plans.