Honesty by Design
A Fiduciary (and More):
- • We act in your best interest
- • We endeavor to give advice that is free from conflicts of interest
- • We provide transparency about our fees
- • We tier our fees downward early – view fee schedule
We do not:
- • Sell any financial products
- • Earn commissions
- • Receive any payments from product providers
- • Earn revenue from trading or other account activity
The only revenue we earn for advisory services is the management fee our clients pay us.
Investments are a big piece,
but they’re only a piece.
How do we charge for our services?
Our annual advisory fee is charged as a percent of the assets that we manage. The fee is calculated and deducted from your portfolio quarterly. We always bill in arrears—no fees are charged in advance. Generally, the greater the value of your portfolio the lower the incremental percent of the fee.
We build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm.
Insights
Q4 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Be Aware of the Latest Tech Scam
Every week, we learn about new attempts to scam people out of money. In addition to some of the more well-known fraud attempts, like asking individuals to buy crypto or gift cards (likely a scam!), we are also hearing about attempts to access people’s banking and...
Significant Changes to Retirement Plan Rules Take Effect Starting in 2023
Towards the end of 2022, Congress passed a spending bill, known as the SECURE Act 2.0, that included several new provisions that impact retirement savings. Although some of these changes were aimed at companies, many of the most significant changes affect individuals...