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Financial Planning & Investment Management
Collaborative Wealth Management
- Ongoing collaboration with a fee-only independent fiduciary advisor who only succeeds when you succeed
- Identify hidden risks and opportunities
- Coordinate all areas of your financial life
360° Review
- Insurance and Risk
- Estate
- Tax
- Retirement
- Cash flow
- Investments
Custom + Tax Aware Investment Management
- Diversified portfolios designed for purpose, tailored for you
- Robust tax optimization
- Dollar cost averaging
- Tax loss harvesting
- Asset location strategies
- Capital gains budgets
- ESG portfolios available
- Option hedging + income strategies
Entrepreneur + Freelancer Support
- Retirement plans
- Cash flow management
- Insurance review
- Business entity considerations
Other Included Services
- Cash management accounts
- 529 accounts
- Donor advised fundsStudent loan management
- Student loan support
Ongoing Support
- Annual review
- Unlimited email support
- Guaranteed response in one business day
- Ad hoc "life surprises" meetings as needed
- Referrals to and coordination with other professionals
All of the above is included as part of our comprehensive financial planning and investment management service, for one simple transparent fee.
Fees
managed assets
Annual Fee
Up to $2mm
1.00%
$2mm to $4mm
0.80%
Above $4mm
0.60%
Fees are billed monthly in arrears and are subject to a $5,000 minimum annual fee. As a fee-only fiduciary, we do not receive commissions or third-party compensation.
This service is designed for people who want a long-term, collaborative relationship with a trusted advisor. Our AUM fee structure reflects our belief that the way to act in your best interests is to commit to an ongoing partnership. We do not offer one-time or hourly financial planning engagements.
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