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
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...
Q4 2022 Market Commentary
Plum Street Advisors 2022 Q4 Commentary 2022 was a dramatic year in many ways. Russia invaded Ukraine in February, the Supreme Court overturned Roe v. Wade in June, and elections in November unexpectedly led to a split Congress. The dramatic news in financial...
Q3 2022 Market Commentary
Plum Street Advisors 2022 Q3 Commentary While at first glance the third quarter brought more of the same (more inflation, more market declines, more political turmoil), some positive signs of change in these trends have emerged. US GDP is expected to get...