Our Services

 

We work with you to develop a customized financial plan designed to establish, and put you on a path to pursue, your financial goals.  Once your plan is established, we develop a customized investment portfolio to support your plan.  We perpetually review and revise your plan and portfolio as necessary to ensure you stay on the path towards financial success. 

We provide an online client portal (see featured links section) so you have on-demand access to all your financial accounts in one location.  You can also view your current financial plan and corresponding financial reports. 

Below is our fee schedule for investment advisory accounts:

Tier	Breakpoint	Fee
1	$0 - $250,000	1.25%
2	$250,001 - $500,000	1.00%
3	$500,001 - $1,000,000	0.90%
4	$1,000,001 - $2,500,000	0.60%
5	$2,500,001-$5,000,000	0.40%
6	$5,000,000+	0.25%

 

Actual fees may be higher or lower depending upon each client's specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns.