General
Our intentionally low client-to-advisor ratio means you receive a high level of personal attention, not a one-size-fits-all experience. You work directly with the person managing your portfolio, ensuring clear communication and advice tailored to your unique goals.
We provide the most benefit to clients with at least $500,000 to invest. There is no investment minimum for our one-time portfolio consulting service.
Our investment advisory clients pay annual advisory fees according to the following schedule:
- 1.00% for the first $2 million
- 0.75% for assets over $2 million.
- At $5 million all assets are at 0.75%.
- At $10 million all assets are at 0.65%.
- At $20 million all assets are at 0.50%.
Our hourly consulting clients pay a rate of $400 per hour; a portion of these fees may be waived for those who become investment management clients within six months of consultation.
All assets are held with Charles Schwab. Clients maintain full access to their accounts at all times. Clients also receive monthly statements and performance reporting, in addition to low-cost trades through Schwab.