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We work with professionals who are within 5 to 10 years from retirement that have accumulated at least $500,000 in household net worth. A good portion of those professionals are employees and executives of publicly traded companies who are compensated in part by stock options.
Our clients tend to be those who want to use their spare time to focus on what they enjoy in life, whether that’s being active outdoors, spending time with their family, or doing charitable work. They prefer to delegate the financial planning and investment management for their family to a professional.
No, we are registered in multiple states and can work virtually with anyone in the United States.
Not all financial advisors are the same. At a bare minimum, those who have earned the right to use the CFP mark have accomplished a minimum education, experience, and ethical standard which is one of the the highest standards in the industry. Learn more about the requirements here: https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements
Someone who is solely focused on their investments. While good investment returns are important, our clients believe that achieving financial success involves much more than that. Our clients appreciate being updated on their entire picture and have an engagement calendar that involves tax and retirement planning updates, real estate analysis, and estate planning consultations.
We are true fee-only fiduciaries and do not receive commissions or kickbacks of any kind. We offer an annual retainer based on the complexity of your situation which starts at $3000. You can pay either quarterly or semi-annually.
We do. If you do not have the time or desire to manage your own assets we have a discretionary investment management platform to take care of that for you. We charge an asset management fee listed below. Once your assets reach $300,000 we no longer charge a monthly retainer for financial planning services.
|Account Value||Annual Advisory Fee|
|$0 – $500,000||1.00%|
|$500,001 – $1,000,000||0.90%|
|$1,000,001 – $3,000,000||0.75%|
|$3,000,001 and Above||0.50%|
We are fortunate to have relationships with a number of outstanding professionals in the legal, tax, lending, and real estate fields that we can introduce you to.