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We're Different
Unlike commissioned advisors, we are an independent, fee-only
firm with no investment products to sell. Except for superior
performance (and happy clients), we have nothing to gain from
recommending one investment over another. Because our fees are
dependent upon the value of your portfolio, we have a vested
interest in protecting and increasing your wealth. Our approach
to your investments is
similar to running a successful business: a consistent focus on
maximizing profits, minimizing costs (including taxes) and taking
risk when and if it provides ample reward.
Who Should Sign
up for Wealth Management Services
Our Wealth Management Services are a good fit if you:
- have $100,000 or more in liquid assets
- want an advisor who is both required and motivated to do what's
best for you
- want to make the most of your investments (i.e., maximize return)
- want to reduce your investment risk
- don't have the time, interest or discipline that it takes to read
prospectuses, monitor your investments, watch the markets,
rebalance your portfolio and sniff out opportunities
- are comfortable delegating (we won't invest in "hot" tips)
- have realistic expectations (unrealistic would be, "I want to make
30% every year, but I can't tolerate short-term losses.")
We offer our Wealth Management Services to a limited number of
clients who, at the minimum, meet the above criterion.
What You Can Expect
When you sign up for our wealth management services, we will:
-
listen to you and respect your
needs & dreams
- take an assessment of your current financial situation
- work with you to develop a realistic, workable plan
based on your dreams & goals
- assist you in implementing your plan
- provide seamless, ongoing
management of your investment portfolio
- send you quarterly investment
statements
- coach and educate you on how to make conscious,
purposeful decisions about your finances
- keep you on track with periodic meetings where we
review your finances, progress towards your goals and assistance in
implementing any modifications to your plan
- be available to answer any questions about your
finances
Our Wealth Management fees range from
0.75% to 1.00% per year, based upon assets managed:
|
Assets Under
Management |
|
Annual Fee |
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$100,000 to $500,000 |
|
1.00% |
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$500,001 to
$1,000,000 |
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0.95% |
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$1,000,001 to
$1,500,000 |
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0.90% |
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$1,500,001 to
$2,000,000 |
|
0.85% |
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$2,000,001 to
$2,500,000 |
|
0.80% |
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$2,500,001 and above |
|
0.75% |
Contact us to
see for yourself that, when we say we're different, we mean it.
We define liquid assets as
anything you can quickly convert to cash. In general, it’s the total of
your checking + savings + CDs + IRAs + 401ks + 529s + taxable investment
accounts.
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