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Meet at least annually, or more often as changes take place impacting your life.
Ongoing support to help you stay on track and make adjustments as your life evolves, which frees up your time, allowing you to be the best version of yourself for you and your family.
The confidence of having a trusted advisor in your corner, serving as your dedicated family office.
WHAT DOES IT COST?
Disciplined Investment Management
- What is “Disciplined Investment Management?” Rather than have your assets relegated to outsourced money managers, you will have access to institutional caliber private wealth management but with boutique quality care. This means the allocation of holdings in your portfolio are carefully curated to fit your specific investment objective, time horizon, and risk tolerance. Personalized advisory services are ideal as opposed to lackluster third-party models, in order to efficiently manage risk, reduce costs, maintain higher liquidity, and pursue greater potential returns for your account.
- Holdings may include stocks, bonds, and exchange traded funds. For eligible accounts, we may also use long and/or short options strategies.
- There is no charge for an initial consultation. Let’s make sure we’re a good fit! Fees are assessed quarterly in advance, based on a percentage of assets under management, ranging from 1.50%-0.50% for clients with greater than $500,000. For clients with fewer than $500,000 in assets under management, Disciplined Investment Management will be provided at a fee of 2.00%.
- We don’t require a minimum investment; there are no proprietary products or commissions.
Fee Calculator
What does your current advisor charge? Are there any hidden fees? Let's chat about the internal fund expenses in your portfolio as well. Schedule a call with us to learn more.
Enter the estimated assets you have available for us to manage on your behalf (i.e. enter 2500000 for $2,500,000).
Annual Estimated Fee
This is your estimated annual fee based on the asset value you entered above.
JUST LOOKING FOR FINANCIAL PLANNING?
Personalized Financial Plan
- If Investment Management isn’t desired, we offer a stand-alone financial plan. This includes an initial kick-off meeting to understand your goals and values. Additional follow-up meetings will be necessary to develop your plan. This service is available for a flat fee ranging between $7,500 and $15,000 depending upon complexity. Half is due upfront, and half is due at plan delivery. If an ongoing planning relationship is desired after completion, we can work together on an annual flat fee basis (charged quarterly) or an hourly basis.
- If after completing the Personalized Plan, you would like to pursue working with us in an ongoing capacity with Investment Management services, your initial One-Time Plan fee will be credited towards the first year’s Disciplined Investment Management fee.
