We believe investments are essential to the success of your journey.
For this reason, we created investment strategies that follow transparent guidelines — individually tailored, globally diversified, tax efficient and low cost. Our personalized and dynamic portfolio strategies are designed to help clients achieve their goals while minimizing risk.
What to Expect
Our investment management includes developing a personalized portfolio based on account size, account type, total assets under management and your risk profile. As a fiduciary, we require a minimum financial planning engagement to help us develop an investment strategy that is folded into your financial life.
Ahead of beginning the process, we will review your personalized investment approach in detail to be sure you understand everything, and it is aligned with your objectives.
Our investment fees are based on the total value of the assets we manage, and are directly billed to the accounts on a monthly or quarterly basis:
Fee Structure
$0-250k
Annual fee is 1.50%
$250k-500k
Annual fee is 1.25%
$500k-2M
Annual fee is 1.00%
$2M-3M
Annual fee is 0.75%
$3M-5M
Annual fee is 0.60%
$5M+
Annual fee is 0.45%