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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.

We believe that good financial advice grounds investment advice in sound financial planning. Investment portfolios that don’t take into consideration the liquidity you need to help pay for your kid’s college or prepare you for retirement isn’t really good investment advice. None of these decisions should be divorced from one another. Financial planning and investment management are each integral pieces of your complete financial picture. As a professional services firm, we help you manage that complete financial picture. And this is where the real value of our service lies.

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.

View our fee schedule
View our Form CRS

We build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm.

Meet the team

Schedule a time to speak with us

Insights

Timing the Bond Markets – A Costly Mistake

by | May 17, 2018

Less than two years ago, the 10 year Treasury note yielded less than 1.5%.  Now we have seen the 10 year yield reach 3%. The rate change has resulted in principal loss in bond funds for many investors because bond prices fall as rates rise, and it has raised questions...

Q1 2018 Market Review Chart Book

by | Apr 24, 2018

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2018 Chartbook TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging...

Q1 2018 Market Commentary

by | Apr 24, 2018

Plum Street Advisors Q1 2018 Market Commentary - April 4, 2018 Volatility returned with a vengeance during the first quarter of 2018.  Although the S&P 500 ended the quarter down just -0.76% on a total return basis, the ride was a lot wilder than the quarterly...