We use Fidelity to hold our client’s accounts.
We do not have an asset minimum. Clients with small account balances pay a monthly financial planning fee in addition to an assets under management fee. Contact us to see how we can help you.
The best time to invest is when you have the money. No investor, sophisticated or unsophisticated, can consistently guess the best time to buy and sell investments. The only strategy that works in the long-term is to select an appropriate amount of risk and then buy and hold investments that fit that risk level.
Our overall philosophy is that our clients are best served by investing in diversified, low-cost, passively managed mutual funds.
Clients pay a fee that is based on a percentage of the assets that we manage for them. For clients with over a million dollars in assets under our management, the fee is no more than 1%. We can also accommodate clients with less than that, who pay no more than 1.2% of assets under our management for investment management services plus an annual financial planning fee billed monthly. For more information see our “How We Charge” page or our ADV
Yes, we have the capabilities to work virtually with clients, using the latest technology. We can connect with you through email, Zoom/Teams, Sharefile, phone, fax, and/or US Post Office mail – your choice. We can accept a client in any state in the USA and comply with all licensing and registration requirements of all states, as necessary.