What you get for your 1%:

Personal Financial Advisor:

You’ll have a dedicated advisor likely located nearby, allowing for face-to-face meetings. Unlike dealing with online services or customer service desks, you’ll maintain an ongoing relationship with a dedicated team of real people.

Direct Human Interaction:

When you call our office or visit in-person, you’ll be interacting with our dedicated team. We’ll never route you through a phone queue or ask you to leave a message without first speaking to someone directly.

Tailored Investment Proposals:

Some advisors used to be (and still are) product specialists – pitching specific investments that fit their own model instead of the clients’. Our structure seeks to provide the best portfolio for each client.

Transparent Pay-as-You-Go Pricing:

By tying our compensation to an AUM instead of transactionally focused fees, the client has more control over pricing. When the client no longer feels the need for these services, the fees stop! On investments with up front charges, those fees are baked into the value of the portfolio forever.

Integrated Reporting:

When our clients have assets spread across multiple accounts, custodians, or investment partners – we can provide consolidated reporting to bring it all in one place.

Regular Performance Reviews:

Our clients can expect regular (at least annual) performance reviews of their accounts. These conversations are integral in making sure the investment portfolio continues to align with the goals and objectives of the client.

Professional Network Referrals:

When our clients need help with planning matters outside of our expertise, we take care to introduce them to trusted professionals that provide the same high level of service we expect. CPA’s, Attorneys, Bankers, Realtors and more are just a quick contact away for our clients.

Tiered Fee Structure

First $100,000: 1.870%/year 

$100,000-$500,000: 1.620%/year

$500,000-$1,000,000: 1.120%/year

$1,000,000-$2,000,000: 0.870%/year

Above $2,000,000: 0.620%/year

*Transaction fees not included. Trading by the portfolio manager(s)
may result in a commission, markup or markdown that is embedded
in the price of the investment. Please consult with your advisor for a
full description of fees in your program.