Service Overview
Investment management starts with finding the right mix of stocks and bonds to help you meet your goals and feel comfortable. Once established, we manage the account buying and selling the proper investments to implement the mix in your accounts. Thereafter, we monitor the accounts and make proper adjustments as the stock market moves to keep you in line with your goals.
Fee Structure*
Tiered by Account Size
Up to $500,000……………0.275%
$500,000 to $1,000,000…………….0.225%
$1,000,000 to $2,500,000…………..0.188%
More than $2,500,000………………0.125%
Our investment management services are perfect for those who have the ability to control their own investment accounts. Typically this means you have an existing investment account (e.g. brokerage, trust, IRA or Roth IRA) that has been managed by someone else or you’ve been managing on your own. Our investment management services are also right for those who are retiring or leaving a job and need to rollover a 401(k) or 403(b) type retirement account or those that have savings they are looking to invest.
All accounts are held by a qualified custodian (e.g. Charles Schwab & Co Inc.) who we work with to implement our recommendations.
We are a “Fee Only” adviser and never receive sales commissions on the investments we recommend. You pay us directly for our services. Fees are based on the value of investments we manage on your behalf.
*Quarterly fees