Broker Check

Services and Fees

Services We Provide

Holistic Financial Planning

  • Construction of Personalized Financial Plan
  • Account Aggregation
  • Access to a best of class Financial Planning Portal
  • Divorce Planning
  • Death of a Spouse
  • Retirement Income Planning
  • College Savings planning
  • Risk Management review and planning
  • Charitable gift planning
  • Integrated tax planning
  • Estate Planning
  • Social Security Optimization
  • Medicare Review

Investment Management

  • Development and review of Investment Policy Statement;
  • Discretionary asset management
  • Portfolio Rebalancing
  • Tax-loss harvesting
  • Broadly Diversified Portfolio
  • Low Cost ETF and Mutual Funds
  • Tax Sensitivity

Reporting To you

  • Monthly Market Commentary
  • Quarterly Portfolio Analysis and Performance Reports
  • Ongoing financial planning and advice
  • Mobile Access
  • Secure Vault

Fee Structure

$5100 Per Client Relationship, Per Year

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.

A' La Carte

We realize that there are folks that have not accumulated $500,000 in investable assets so we offer an a' la carte options. 

Holistic Financial Planning- $250 per hour

Professional Portfolio Management-  0.75% annual fee for Assets Under Management.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  425-292-0148