There’s still time between now and retirement. Time to travel, give back to your community, help your children, celebrate, and enjoy everything life has to offer. You don’t have to wait until you’re no longer working to start living. We’re here to help you find that balance between being fully present now and still striving to protect your future.
Our fully integrated approach to investment management considers all aspects of your financial picture. Whether it’s helping your children through college, purchasing a vacation home, or keeping more money in retirement, we’ll help you stay motivated so you can reach your goals. By creating a balanced, well-diversified portfolio, you’ll have a plan that aims to keep you motivated and invested, even during uncertainty. Your single point of contact will also be here to answer questions and give you personalized guidance based on your risk tolerance, needs, and timeline. Even when times are difficult, we’ll support you every step of the way.
Beyond investing, your integrated wealth management plan also considers:
- Retirement Goals
- Legacy Planning
- Liquidity Events
- Saving for Education
- Insurance Planning
- Tax Planning
- Sale of Business
Our Fee Schedule
We use a weighted fee schedule to create one single assets-under-management fee covering all of our services.
| Assets Under Management | Fee |
|---|---|
| First $1 million | 1.25% |
| $1,000,001 to $2.5 million | 1.00% |
| $2.5 to $5 million | 0.75% |
| Over $5 million | 0.50% |
