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.
At our first meeting, we’ll talk openly and make sure we’re a good fit for each other. (Download our brochure to learn more.) Next, we’ll take a deep dive into what matters most to you. What are your passions and life goals? What would you like to achieve with a financial planner at the helm?
Once we’ve explored each of these areas, we’ll integrate them into a comprehensive financial plan for you that we will regularly revisit to make sure we’re always working toward your goals.
Along the way, we communicate with you and coordinate our services with your attorneys, tax specialists, insurance and banking professionals. All of these are elements are designed to give you the peace of mind knowing that your financial life is in knowledgeable, capable and dependable hands.