Transparent Fee Structure
Solely Focused on Your Best Interests
Comprehensive Financial Planning.There is an initial planning fee ranging from $1,900 to $3,800, depending on complexity, for creating your comprehensive financial roadmap.
On-Going Planning & Consultation.There is a monthly retainer fee (typically $190) for implementation, on-going planning and investment consultation.
Asset Management.For any of your portfolios that we manage directly, there is an annual asset management fee of 1.5% of assets under management for the first $1 million; 1.0% for the next $1 million, and 0.5% for >$2 million.
We Specialize In…
- Unbiased financial advice
- Academic-based investment strategy
- Integrating Social Security benefits
- Fiduciary (Hippocratic-like) relationship
- Balancing complex saving/spending goals
- Outsourcing critical investment decisions
- Optimizing pension and Social Security benefits
- Coordinating account consolidation (multiple 401(k) plans, etc.)
- Making your savings last through retirement
- Simplifying complex wealth and retirement concerns
- Consulting on lump sum investing of business proceeds
- Separating Business and Investments