Asset Management Services
General Investment Principles
We invest for the long term.
We don’t time the market.
We recommend a diversified investment allocation based on the investor’s risk tolerance and funding needs.
We emphasize keeping investing expenses at a minimum.
We pledge to uphold the fiduciary oath throughout.
Our Asset Management Services Cover
- Establishing or Transferring Accounts
- Portfolio Construction
- Portfolio Management
- Conducting Account Activity
- Performance Reporting
- Sustainable Responsible Investment Offerings
Annual Asset Management Fee*
- 1.25% of Assets Managed < $100,000
- 1.20% of Assets Managed $100,000 – $499,999
- 1.10% of Assets Managed $500,000 – $999,999
- 1.00% of Assets Managed $1,000,000 – $4,999,999
- 0.90% of Assets Managed $5,000,000 and above
* Fee reduced by 0.25% for Guided Financial Planning clients.