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.
For assets greater than $750,000 we have a flat fee of $7500.00 per year.
Whether you have $800,000 or $8,000,000 the maximum fee is $7,500 per year.
Holistic Comprehensive Financial Planning- $500 Initial Deposit and $150 monthly subscription.
Asset Management- 1.0% annual fee for Assets Under Management. Maximum Annual Fee $7500
firstname.lastname@example.org | 425-292-0148