We have everything you need to get the most from your wealth management.

What We Do

For years we have improved the financial lives of individuals, families, businesses, and institutions across the country, and we will do the same for you.

Financial Planning

No matter what stage of life you are in, financial planning is where we begin, as it ensures that we can reach your goals and maximize your resources. As Certified Financial Planners, we handle the financial planning and implementation process for you, learning about you, uncovering your needs, assessing your options, and creating the best plan for today and for your future. Whether it be saving for retirement, spending in retirement, selling a business, transferring wealth to future generations, starting a new career/venture, paying off student loans/debt, funding college, or anything in between, we will help you. Learn More

Investment Management

Investing well requires attention to detail and skill, not luck. As professionally certified investors, of which only 4% of investors are, we possess the necessary expertise to optimally manage your investments, both taxation and return wise, according to what is best for you. Our unique and sophisticated investment strategy centers on human behavior, allowing us to withstand downturns by quickly moving to safety during market shocks, crashes, and panics while still capturing the upside during bull markets, leading to long-term outperformance. From preserving capital to building wealth, we can improve your results and reduce your risk. Learn More

Wealth Management Fee Schedule 

We provide you with ongoing wealth management covering all aspects of your financial life, including all financial planning and investment management, for a percentage based annual fee. There are no other fees of any kind, ever. No products. No sales. No commissions. Nothing influences our independence, objectivity, and loyalty to you.

TOTAL ASSETS UNDER MANAGEMENT
ANNUAL FEE
$1-$750,000
1.50%
$750,001-$1,000,000
1.25%
$1,000,001-$5,000,000
1.00%
$5,000,001-$10,000,000
0.75%
Above $10,000,000
0.50%
TOTAL ASSETS UNDER MANAGEMENT
ANNUAL FEE
$1-$750,000
1.50%
$750,001-$1,000,000
1.25%
$1,000,001-$5,000,000
1.00%
$5,000,001-$10,000,000
0.75%
Above $10,000,000
0.50%

Our fee schedule is linear. For example, if the total amount under management is $7 million, all $7 million is charged at .75% instead of progressively working through the brackets.

Financial Planning Only

Financial plans and financial planning may include, but are not limited to, investment planning, retirement planning, estate planning, college planning, tax planning, life insurance analysis, and debt planning. Depending upon the complexity of the situation and your needs, the financial planning rate is typically between $4,000 and $10,000. The fee is a one-time fee, paid in arrears upon completion.

Pro Bono

Sub-Advisory
Investment
Management

We provide investment management for Registered Investment Advisors looking to employ our strategy. Benefit from our experience and track record as we handle all aspects of the day to day investment management, including monitoring and trading. For more information, including pricing, contact us today.

Outsourced
CFO
Services

Benefit from on-demand access to our experience and expertise as a CFO , saving you the cost of hiring a full-time CFO. Whether you’re a startup or a well-established venture, we can optimize your financial strategy, increasing your ROI and benefitting your business’s bottom line. For more information, contact us today.

Sub-Advisory

Investment

Management

We provide investment management for Registered Investment Advisors looking to employ our strategy. Benefit from our experience and track record as we handle all aspects of the day to day investment management, including monitoring and trading. For more information, including pricing, contact us today.

Outsourced

CFO

Services

Benefit from on-demand access to our experience and expertise as a CFO , saving you the cost of hiring a full-time CFO. Whether you’re a startup or a well-established venture, we can optimize your financial strategy, increasing your ROI and benefitting your business’s bottom line. For more information, contact us today.

 

Get the most from your Wealth Management

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