We offer 2 pricing and service options to fit your personal needs.
Option 1 - Investment Management
Investment Management - Services
Investment planning, risk assessment, portfolio construction, and implementation
Online access and performance reporting for your investments
Low-cost, tax-aware, evidence-based investment strategy
Ongoing investment management and rebalancing
Daily monitoring for rebalancing opportunities
Investment advice and monitoring of 401(k), 403(b), and 529 college savings plans
Educational articles, videos, and curated information from a CFP® financial advisor with nearly 35 years of investment experience, so you can stay informed and build wealth smarter.
Access to a CFP® financial advisor via telephone, email and Zoom video meetings
$0 Hidden Fees + $0 Commissions + $0 Trading Fees = Honest Pricing
Option 2 - Wealth Management
Financial Planning
Retirement planning: When can I retire? How much do I need to save? Do I have enough to retire?
Tax efficient distribution strategies in retirement
Social Security optimization strategies
College savings planning
Budgeting and cash flow analysis
Net worth analysis
Debt management
Insurance planning and review
Online access to your financial plan
Access to a CFP® financial advisor via telephone, email, and Zoom video meetings
Investment Management
Investment planning, risk assessment, portfolio construction, and implementation
Online access and performance reporting for investments
Low-cost, tax-aware, evidence-based investment strategy
Ongoing investment management and rebalancing
Daily monitoring for rebalancing opportunities
Investment advice and monitoring of 401(k), 403(b), and 529 college savings plans
Educational articles, videos, and curated information from a CFP® financial advisor so you can be a more informed investor and build wealth smarter.
Taxes
Free tax preparation, filing, and ongoing tax consulting with a CPA tax accountant
Tax aware investing to maximize after-tax returns
Direct communication between tax accountant and financial advisor so you don’t have to waste time each tax season
Tax strategy planning for complex tax situations
*Minimum total investment assets for the entire household must be at least $1,000,000 for our Wealth Management Services.
What You Need To Know
Total assets include all investment accounts that we manage or offer advice about.
Pricing tiers are applied marginally for both options. As an example, for Option 1: Investment Management, a household with $2 million under management would pay 0.50% on $1,000,000, and 0.20% on the remaining $1,000,000 (total aggregate fee is 0.35% in this example).
It’s that simple. We don’t charge any other fees. Our clients receive a clear, easy-to-understand invoice every quarter (like this sample invoice). Please see our FAQ page for more details on our pricing.
As a Fee-Only fiduciary advisor, we will never sell you any products, we do not receive kick-backs or commissions, and will always work in your best interest. It’s what’s right, and it’s our commitment to you.
