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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

Q3 2017 Market Commentary

by | Oct 31, 2017

October 3, 2017 The third quarter marked the eighth quarterly increase in a row for the S&P 500.  Volatility continues to be extremely low as markets tick up quarter after quarter.  The third quarter finished strongly as the US Congress finally turned its...

The Benefits of Value Exposure

by | Aug 12, 2017

At Plum Street Advisors, we maintain certain exposures (or “tilts”) in the portfolios we manage.  For example, we maintain a tilt towards small cap stocks that is greater than their market capitalization would suggest, because in the long run, small cap tends to have...

Q2 2017 Market Commentary

by | Jul 24, 2017

Plum Street Advisors Q2 2017 Market Commentary - July 6, 2017 So far, it has been a good year to be invested in international stocks.  Developed market stocks as measured by the EAFE index returned 6.1% for the quarter, and are now up 13.8% for the year to date period...