FINANCIAL PLANNING and Portfolio management

We provide comprehensive financial planning, tax, and portfolio management services for a fixed (flat) annual fee. In a world where advisors typically charge around 1% of the assets being managed, we believe strongly that a fixed fee model:

→ increases transparency

→ minimizes conflicts of interest

→ more consistently and more accurately aligns the cost of our services with the value we provide

→ allows us to serve clients who desire help, but may not have a large portfolio

Fixed fees are quoted up-front during an introductory meeting and include the first $750,000 of portfolio management services. They are based on the complexity of each households’ tax and financial situation. With average complexity, single clients are typically quoted a fee of $8,000 per year and couples are typically quoted a fee of $10,000 per year. Annual fees are paid on a quarterly basis, either from a bank account or from managed investments. An initial planning and onboarding fee, equal to one quarter’s fee, is due at the beginning of each new engagement.

Clients with managed portfolios greater than $750,000 are assessed an additional asset-based fee using the following schedule.

We believe that our fees are competitive and represent real value. In many cases, our comprehensive planning, portfolio management, and tax services cost less than you would pay for stand-alone investment management elsewhere.

Please contact us or schedule an introductory meeting to obtain a custom quote.