Our clients typically have a net worth between $2M and $25M. They pay us an annual percentage of their assets to professionally manage their portfolios.
We have selected Fidelity Institutional® as our primary custodian for our clients. Using Fidelity as a custodian for your assets provides us access to a wide range of services and their technology, to make it easier for you. Review details about Fidelity here.
Assets Under Management |
% of AUM |
| < $1,000,000 | 1.00% |
| $1,000,000 - $2,999,999 | 0.85% |
| $3,000,000 - $4,999,999 | 0.75% |
| > $5,000,000 | 0.65% |
For our clients…
We advise on Annuities, Health Savings Accounts, 529 College Savings Plans, Donor Advised Funds (charitable giving accounts), Employee Stock Option Grants, and Restricted Stock Units at NO COST to our clients.
All planning and investment management services are included in the cost of the service provided. We bill our clients quarterly, in advance, and client accounts are billed directly.
We’re happy to answer your questions!