Expertly crafted investment.
Overseeing both strategy and implementation, we advise clients on all aspects of their lives with financial implications. Our expertise assessing economic situations engenders substantial client trust.
Portfolio diversification is the primary determinant of both long-term returns and the variance in those returns. We respect the power of time to reduce volatility and seek low cost, tax effective stock, bond, real estate, and natural resource securities.
Research
During this time of market uncertainty, we are here to help you make informed decisions and stay focused on your long-term goals. Market volatility can be nerve-racking, but it can also present new opportunities.
Planning
How do you coordinate your assets so they work in harmony towards your financial goals? No matter where you are in your life, or how complex your needs, we provide a tailored approach to helping you reach your goals.
Investing
We help you identify your priorities, passions and pain points. Then, create a direct link between your goals and the wealth management strategies that help you achieve them. Set it and forget it is not an investment plan. Life changes.
Pricing
Fees matter: There are many factors you cannot control when making investments. Fees are one that you can. We provide a nuts and bolts cost-effective pricing model that is suitable and appropriate for your needs.
Investment Management Fee Schedules
Client Relationship AUM
Annual Advisory Fee
< $250,000 1.75%
$250,000 - $500,000 1.50%
$500,000 - $1 million 1.00%
$1 million - $2 million 0.85%
$2 million - $5 million 0.75%
$5 million - $10 million 0.65%
$10 million - $15 million 0.55%
$15 million - $25 million 0.50%
Comprehensive Financial Plan
$3,300
Fee waived with $500k+ AUM