How do you charge?
The cost to work with us is an annual asset management fee*:
*This is the advisor fee. There may be other fees depending on the investment and custodian. Please email me for more information.
Is there a minimum net worth, asset size, or income?
No, some of our best clients were the ones we grew with over time.
How often do we speak or meet?
Generally, we are in touch once a month or every other month to discuss your situation or share an idea. We have a planning meeting in the first quarter of the new year, a mid-year review, then an end-of-year planning session.
Do you act in my best interest?
As a Registered Investment Advisor (RIA), we are regulated by the SEC and the Investment Advisors Act of 1940 to put our client's interest first. RIAs have fiduciary duty to their clients, which mean they have a fundamental obligation to provide investment advice that always acts in their clients' best interests.