Our Services and Fees

Portfolio Management 

You should be confident in your investments and they shouldn’t be sources of stress and worry. That’s why we combine institutional-level portfolio management along with sophisticated financial planning to give you a premium wealth management experience. We’re good at the numbers, but we’re even better at optimizing the way your portfolio is constructed so we can minimize risk and maximize returns. We also offer the following services: 

• OCIO (Outsourced Chief Investment Officer)
• Discretionary portfolio management 
• Advanced asset allocation optimization 
• Risk analysis & stress testing 
• Portfolio strategy review

Holistic Financial Planning 

Using a personalized process, we help you develop a clear vision and direction for your money, determine what’s most important to you, and design a plan that includes retirement planning, tax mitigation strategies, and estate planning. Our comprehensive approach gives you a holistic plan for your money. We also offer services not limited to: 

• Cash flow optimization 
• Investment synchronization 
• Risk & insurance analysis 
• Tax planning 
• Estate & trust structuring 
• Charitable giving strategy 
• Education funding planning 
• Liability & credit optimization

Corporate Retirement Plans 

While we serve a wide range of clients from different industries, we specialize in working with investment committees and retirement plan trustees who desire to have the highest quality retirement benefits. Our approach is focused on minimizing the fiduciary risk to plan sponsors and their committees, as well as minimizing the risk of negative participant outcomes. We offer corporate retirement plan design, management, and more: 

• Plan design 
• Investment selection & monitoring 
• Employee education & advice 
• Fiduciary management 
• Vendor selection support 
• Investment policy design 
• Administrative concierge 

We Value Transparency

While we serve clients across all stages of life, our Private Wealth Management Team specializes in working with executives, business owners, and families who are preparing for or are currently in retirement, and who have investable assets of at least $500,000. That group makes up the vast majority of our client base, and it’s where we feel we can add the most value with our expertise. 

As a fiduciary, fee-only registered investment advisory firm, we do not earn money through commissions for recommending certain securities or investments. We are paid directly by our clients, which reduces conflicts of interest and ensures you come first.

Our fees are based on the amount of money you invest. Fees are charged monthly, in advance. Our typical AUM fees are based on account size but are adjusted based on other relationship elements: 

Fee Schedule for Wealth Management:

$500,001 to $2,500,000 = 1.00%

$2,500,000 = 0.90%

$4,000,000 = Negotiable