Financial Life PLANNING
Real financial planning is about more than maximizing monetary wealth. That’s why our approach, which we refer to as financial life planning, starts by understanding who you are and what’s most important to you. We then review and analyze the various aspects of your financial life, seeking elegant solutions to complex problems, so that you can understand your finances and feel confident you’re making wise decisions.
Our common sense approach to investing is rooted in academic research and informed by financial history. We believe markets reflect expectations of risk and return, enabling us to harness the market’s power through strategic asset allocation. By diversifying globally across thousands of underlying securities, we’re able to reduce risk. Our incessant focus on minimizing costs and taxes allows your wealth to grow more quickly.
Flat Fee Pricing
We believe advisory fees should be transparent and fair. We charge a single fixed-dollar advisory fee that covers everything we do for you. Fees are determined on a client-by-client basis, but range from $12,000 - $25,000 per year. Our fees tend to be attractive for those with investable assets of at least $1.5 Million. The only compensation we receive comes directly from our clients in the form of advisory fees. We don’t accept any commissions, referral fees, or other kickbacks, which means you never have to question whose best interest we serve.