frequently asked questions
A. The fiduciary standard of care for investment advisors states that an advisor must put their clients’ interest above their own interest. Established with the Investment Advisors Act of 1940, advisors who are fiduciaries must follow the very best course of action for their client’s interest, regardless of how it affects them personally, whether by their income or potential conflicts of interests.
B. We are proud to adhere to the fiduciary standard of care for all of our clients.
A. Our fee structure is based on assets under management (AUM) and is designed to align with your financial success. We charge a fee starting at 1% of AUM, and as your AUM increases, the fee percentage decreases, providing our clients with greater cost efficiency as their wealth grows.
B. We keep our management fees in line with competitors who provide similar services. We hold a strong belief in transparent and fair pricing, and our goal is to deliver exceptional value to our clients while helping them achieve their financial goals.
A. We believe in providing high, tangible value for our clients. At some point, we will assist every client in taking advantage of opportunities they may not have otherwise, such as an investment or tax strategy. Or we will help clients avoid decisions that would have cost magnitudes more than our annual fee, like risk management.
B. Whether it is preventing clients from panic selling, regular investment rebalancing, helping clients diversify concentrated investment positions, helping clients avoid and mitigate financial risks, taking advantage of tax planning strategies, financial behavioral coaching, the examples we can provide goes on.
A. Initial “getting to know you call” – 30 minutes, no prep required, get to know each other to see if we feel we’re a good fit. We’ll get to know more about your goals, priorities, and current financial situation.
B. If we both decide to explore next steps we’ll send a discovery checklist. At this point in the process, please send only as much information as you want. In some cases prospects come to us with unique questions like stock options, trusts, education planning, and other needs. With the right information, we can discuss specific issues further.
C. We will then set up a complimentary 60-minute Zoom meeting to provide you with a straightforward assessment of your financial situation, recommendations of what we would like to implement into your financial plan and portfolios.
D. Decision time! If at this point you feel comfortable and want to move forward, we can begin onboarding and integrating into our systems. If you’re not quite ready, we want you to tell us! We only want to work with clients who are fully comfortable and if it doesn’t make sense for any reason on either side, let’s hold off and revisit in the future. If there’s a better fit out there for you, it is our duty as fiduciaries to let you know.
A. Getting started is easy! You can read more about getting started and schedule an initial consultation at this link: