We work with individuals in the way that makes the most sense for them. Typically our clients engage us in one of three ways:
Money is a means to an end. Our wealth management process makes sure that all of your financial resources are aligned with your goals. We tie all of the different pieces of your financial situation together (investments, taxes, insurance) so they are working efficiently. Fees vary depending on complexity, but start at $2,000 per year.
We build a portfolio for you using a measured approach with appropriate risk and diversification that is tailored to your specific situation. Holdings may include mutual funds, ETFs, and individual securities. Fees vary depending on complexity, but start at 0.5% per year.
Maybe you have a specific question, a decision that needs some analysis or you just need a second opinion. We can help clear the complexity and give you a recommended course of action. This service is offered on a project basis billed at $300 per hour.