VALUES & FEES
We have a fiduciary duty to our clients which means that we are held to the highest standard of care when advising you about your finances. We strive to uphold the following principles
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Integrity
Objectivity
Competence
Fairness
Confidentiality
Professionalism
Diligence
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All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Past performance is not an indication or guarantee of future results.
FEE STRUCTURE
FINANCIAL PLANNING
Cost Included in Investment Management Fee
As a Certified Financial Plannerâ„¢, financial planning is a core service that we provide for clients. Our goal is to:
Documented financial plan for approaching every aspect of your finances
Strive to be a trusted partner to help you identify, clarify, and prioritize your goals
Determine if you are on track in saving for your goals
Provide education and advice on financial topics
Refer you to other competent professionals such as an accountant or attorney when appropriate
Update your financial plan annually
INVESTMENT MANAGEMENT & FINANCIAL CONSULTATION
Annual flat fee based on 1% of assets managed
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(Fee is reduced to 0.7% annually for assets over $700,000 & 0.5% annually for assets over $2 million)
We provide confidence by selecting investments that complement your financial plan and are appropriate for your goals and risk tolerance.
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Identify and quantify your risk tolerance
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Determine and implement an appropriate mix of stocks, bonds, and cash tailored to your risk tolerance and time frame
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Find high quality, low cost, tax-efficient investments
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Tactical investment approach attempting to overweight asset classes doing better and underweight or avoid asset classes doing worse
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Monitor and rebalance your investments
PROMPT ONGOING SERVICE
Complimentary
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Proactively contact you for periodic reviews
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Meet with you throughout the year to update your plan and investments, address questions, and provide ongoing advice
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Promptly respond to your calls, questions, and emails
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Meet with your accountant and attorney to coordinate planning and implementation
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Weekly blog posts to keep you updated on the market