Investment management

  • 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.