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Our clients typically have investable assets of $2 million or more. We also work with clients who do not yet meet this threshold but are on a path that will get them there in the future.

We believe that financial planning is an essential part of wealth management. In our opinion it is difficult at best to invest assets without knowing a person’s financial goals.

Investment management fees are calculated as an annual percentage of the assets we manage on your behalf. Fees are set at an annualized rate based on assets under management:

Up to $2 million – 1.00%
Between $2 million and $5 million – 0.85%
Between $5 million to $10 million – 0.55%
Above $10 million – 0.25%

A client’s effective management fee is the blended rate based on each tier. For example a client with $5MM under management is billed 1% on the first $2MM and .85% on the subsequent $3MM for an effective rate of .91%.

All clients are billed quarterly, at the end of each quarter.

Our process starts with building you a comprehensive financial plan, then leads to the creation of an institutional-grade investment portfolio. At our first meeting, we’ll talk openly and make sure we’re a good fit for each other.

Next, we’ll take a deep dive into your financial life. We’ll cover your current monetary needs and investment personality. We’ll review your current and proposed investment portfolio. We’ll dig into estate planning, insurance planning, taxes, and anything else important to you and your family, including education funding, debt, and more.

Once we’ve explored each of these areas, we’ll integrate them into a complete financial plan, tailored just to you. This is not the end of planning, however. Just as life’s changes may evolve along with your objectives, we take a fine-tuning approach to managing your account. We communicate with you along the way and coordinate our services with your attorneys, tax specialists, insurance and banking professionals.

All of these are elements are designed to give you peace of mind knowing that your financial life is in knowledgeable, capable and dependable hands.