We offer fee-only, discretionary investment management and advisory services tailored to meet our clients’ financial needs and investment objectives. Our customized approach to investment management requires every client have an Investment Policy Statement that lays the groundwork of the investment strategy of your portfolio, financial plan, and ongoing management of your investments.
We stress working collectively with our clients building a comprehensive financial plan, putting the plan into action, and monitoring and implementing adjustments to the plan as required based on changes in our client’s financial situation or market and economic conditions.
COMPREHENSIVE WEALTH MANAGEMENT AND INVESTMENT MANAGEMENT
Fees are based upon a percentage of assets under management and are invoiced quarterly in arrears. This is our preferred method of working with clients and includes both investment management and all wealth and planning services.
Consulting and Financial Planning Only
IF YOU WOULD PREFER TO MAINTAIN CONTROL OF MANAGING YOUR INVESTMENTS:
Standalone financial plans can be developed and delivered but implementation will be up to you– price and deliverables will be negotiated individually based on the complexity of the project.
Hourly Financial Planning Services focus on specific planning needs, such as business planning, college funding, retirement planning, charitable giving, tax strategies, etc. The hourly rate for limited scope planning services is $200 to $400 based on the complexity of the planning service.