investment management...

Aligning Your Money With Your Plans

Intelligently Investing For Your Future

Investing is not watching CNBC and picking whatever the talking heads tell you to "Buy, Buy, Buy" or "Sell, Sell, Sell". Investing is about intelligently allocating your valuable financial resources in a way that gives you the best shot at reaching your unique goals and dreams.


We offer investment management services to our financial planning clients who would like some assistance with their investment assets. While it is not a requirement in order to work with us (remember the "No Minimum Assets Required" pledge we made), many people would like some help managing their investment accounts in addition to using us for financial planning. We offer a number of diversified investment portfolios to choose from based on the specific needs and risk profile of the client.


Our Process

  • Determine Risk Tolerance
  • Analyze Current Investments
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    Recommend Asset Allocation
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    Recommend Asset Location
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     Implement Investment Policy Statement
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    Allocate Assets To Appropriate Portfolio
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    Employ Tax-Aware Smart Rebalancing

Pricing

If you wish to take advantage of our investment management services we charge a very reasonable blended fee based on the total assets we manage in each account*: 

From

To

% Charged

$0.00
$250,000.00
0.75%
$250,001.00
$500,000.00
0.50%
$500,001.00
Above
0.30%

The advisory fee is a blended fee and is calculated by assessing the percentage rates using the asset levels shown in the above chart. 

EXAMPLE: An account valued at $525,000 would pay an effective fee of 0.61% with the annual fee of $3,200. The quarterly fee is determined by the following calculation: (($250,000 x 0.75%) + ($250,000 x 0.50%) + ($25,000 x0.30)) รท 4 = $800.00

*Please note that the total management fee you will pay is a combination of the fee stated above plus the fees (if any) charged by any outside managers that may be used. The management fees do not include any transaction charges that may be charged by the account's custodian. Please see our ADV Part 2 for more information.