Partner with us to help navigate life’s sea of uncertainties
putting you on a path to living your best life…
and keeping you there.
SERVICES
Financial Planning
Gain clarity and direction with your finances; we not only provide a detailed roadmap of action items for reaching your goals but can help you implement and reassess them as life changes to make sure you stay on track.
Investment Management
We will continuously monitor and adjust your portfolio to help you maximize returns, minimize taxes, and most importantly, optimize the odds of meeting your goals with the least risk necessary.
Tax Services
We will make sure you are taking the steps necessary to reduce your tax burden to an absolute minimum. You also have the option to work with a team of highly experienced CPAs to file your returns.
PRICING
There is a one-time charge of $2,500 to $5,000 (depending on complexity) to get started, and all of our ongoing services are covered by an annual percentage calculated based on the balance of your investments.
Tier
$0 - $750k
Percentage
1.40%
$750,001 - $2M
$2,000,001 - $3M
0.95%
0.75%
$5,000,001 - $10M
$3,000,001 - $5M
Over $10M
0.45%
0.35%
0.25%
Your total annual rate is a blend of the tiers shown above. As your portfolio grows into a new tier, the assets within that specific range are calculated at the lower rate.