Working with us
Financial Planning
Some people just want to know what they should be doing but want to implement the advice on their own. That's fine! We offer fully transparent and objective financial planning and investment management services. These services are delivered in a combination of as-promised and as-needed-on-demand advice through an annual subscription fee, charged monthly or annually....just like your mobile phone, Netflix or gym membership.
Financial Planning and Investment Management
Everything included in Financial Planning plus we are able to choose those investments that we believe are the best for your unique situation including mutual funds, load-waived mutual funds, exchange traded funds and individual stocks and bonds without paying a commission. Instead, our fee is based on the amount of assets we manage on your behalf.
The typical all-inclusive fee, based on the natural affordability model, is between 0.8 and 1.25% of the assets we manage for you. This fee is spread across the entire year and charged on a quarterly basis.