FINANCIAL SERVICES
A long-term framework
for the decisions ahead
Our services help you understand your options, organize your finances, and move confidently toward your goals by combining investment management and financial planning in one clear framework.
Investment Management
Academic-based investment strategies
Diversified portfolios tailored to your needs
Low-cost implementation
Tax-efficient investment management
Quarterly portfolio rebalancing
Tax-loss harvesting
Roth conversions
Financial Planning
Retirement planning & projections
College & education funding
Risk management & insurance
Business & self-employment planning
Tax planning
Business / Self-Employment
Solo 401(k)s, 401(k)s, SEPs & SIMPLEs
Business entity selection
Business tax & financial planning
1099 income considerations
Business deductions
Cash flow and savings planning
Risk Management
Life insurance
Home, auto, and umbrella insurance
Estate planning
Small Business
Retirement plans and ownership benefits
Tax-efficient planning strategies
Cash flow and savings planning
Succession and exit planning
Personal wealth planning alongside your business
Inheritance
Investment and portfolio management
Tax-efficient planning
Retirement and income strategies
Estate planning coordination
Long-term financial planning
Transparent, tiered fees
FEE SCHEDULE
Our fee applies only to assets we manage for you, and decreases at certain levels as your portfolio grows.
No commissions. No upfront costs.
MARKET VALUE OF ASSETS
ANNUAL FEE
FOR THE FIRST $1,000,000
0.75%
FOR THE NEXT $1,000,000
0.70%
FOR THE NEXT $2,000,000
0.60%
ANY AMOUNT OVER $4,000,000
0.40%
Not sure where to start?
An introductory conversation is the simplest way to explore whether we're the right fit.