The foundation of our business begins with Trust and Relationships.
Our Investment philosophy is centered around low costs, passive (indexed) investments, tax sensitivity and absolute transparency with clients. We believe that the financial planning process is a precursor to asset management. We believe that all clients have an Investment Policy Statement (IPS) which will be integrated around specific and personal financial goals. We believe that unless we have become a member of your indispensable tribe, we have not done our work.
Assets under our management greater than $500,000 ,your annual fee is $5100. Typically the more assets you have under management the more you pay in fees. Not with us. Click the Learn More button below to discover the true impact fees have on your portfolio.
We realize that there are folks that have not accumulated $500,000 in invested assets so we offer individualized services tailored to your specific needs.
Holistic Comprehensive Financial Planning- $250 per hour
Professional Portfolio Management- 0.75% annual fee for Assets Under Management.
firstname.lastname@example.org | 425-292-0148