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
Q1 2018 Market Commentary
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...
The Impact of Rising Interest Rates
The U.S has been in a period of low rates for nearly a decade. As the economy is now approaching full employment and higher inflation, interest rates have been rising from their historic lows. As rates rise, the value of existing fixed-interest bonds falls. What...
Volatility: Same as It Ever Was
February 7, 2018 When people say “volatility is back”, what they really mean is that downside volatility is back. Most people would not have called it “volatility” if the market was up 6.1% over 2 days at the beginning of this February, instead of down. At Plum...