Let us partner with you to co-create and implement sustainable, long-term plans that support your definition of success. We’ll engage in robust discussions, whether it’s about buying a new house or paying down debt, so you can make informed financial and life decisions.
A TRUE PARTNERSHIP
Thoughtful and caring advice
Sounding board for financial and life decisions
ROAD MAP TO SUCCESS
Access to custom tools to lay out your goals and milestones
Help with prioritizing and tracking progress toward your goals
SEAMLESS COLLABORATION
Partner with your tax preparer to implement tax deferral strategies
Build your team of professionals to support your financial and legal needs
ACCESS AT YOUR FINGERTIPS
15-minute consults and check-ins
Easy online scheduling
CLEAR GOALS AND VALUES
DEFINED STEPS TO FINANCIAL INDEPENDENCE
SUSTAINABLE RETIREMENT INCOME AND SPENDING PLAN
LOW COST AND DIVERSIFIED PORTFOLIO
RETIREMENT BENEFITS EXPLAINED AND OPTIMIZED
LONG LIFE PLANNING PARTNER
INSURANCE TO PROTECT YOU AND YOUR FAMILY
ESTATE AND LEGACY PLAN THAT REFLECTS YOUR WISHES
MULTI-YEAR TAX PLANNING
Our Advisors will guide you in:
| Assets Under Management (AUM) | Advisory Fee (% AUM) |
|---|---|
| First $1,000,000 AUM | 1.0% |
| $1,000,001 - $3,000,000 AUM | 0.75% |
| $3,000,001 - $5,000,000 AUM | 0.60% |
| In excess of $5,000,000 AUM | 0.40% |
Minimum fee: For Assets Under Management less than $1,000,000, a minimum fee of $2,500 per quarter applies.
For more information about our minimum account size and fees, click here.
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CLEAR GOALS AND VALUES
DEFINED STEPS TO FINANCIAL INDEPENDENCE
SIMPLE AND AUTOMATED SAVING STRATEGIES
LOW COST AND DIVERSIFIED PORTFOLIO
A SUSTAINABLE SPENDING PLAN
SENSIBLE DEBT REDUCTION STRATEGY
INSURANCE TO PROTECT YOU AND YOUR FAMILY
ESTATE AND LEGACY PLAN THAT REFLECTS YOUR WISHES
MULTI-YEAR TAX PLANNING
Our Advisors will guide you in:
For managed portfolios over $600,000, please see our standard fee structure here. Minimum fee does not apply.