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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

Q1 2017 Market Commentary

by | Apr 11, 2017

Plum Street Advisors Q1 2017 Market Commentary - April 11, 2017 Reading the headlines, one might have expected a volatile first quarter in the markets.  After all, since President Trump was inaugurated in January he has had to confront intelligence investigations into...

Q4 2016 Market Commentary

by | Jan 10, 2017

In the fourth quarter, the US presidential election results had a positive impact on equity markets.  Investors anticipate a more business-friendly environment under the Trump administration, including looser regulation and lower taxes.  In the short run, Trump’s...

Inflation and the Case for Real Assets

by | Dec 16, 2016

December, 2016 The recent election of Donald Trump has lead to headlines predicting that inflation rates will rise (see, for example “Inflation Expections Soar…” at CNBC.com, and a column called “Donald Trump’s Win Fuels Bets on Inflation” in the Wall Street Journal). At...