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
Q2 2023 Market Commentary
Plum Street Advisors 2023 Q2 Commentary During the second quarter of 2023, the market continued its rebound from 2022’s declines. The foundations of the economy continued to stabilize as price and interest rate increases leveled off, while at the same time investor...
Be Aware of the Latest Tech Scam
Every week, we learn about new attempts to scam people out of money. In addition to some of the more well-known fraud attempts, like asking individuals to buy crypto or gift cards (likely a scam!), we are also hearing about attempts to access people’s banking and...
Q1 2023 Market Commentary
Plum Street Advisors 2023 Q1 Commentary The first quarter was one of those times when the newspaper headlines and the market’s returns seemed to tell two entirely different stories. Not to minimize the potential risks of the banking crisis, as we’ll discuss later in...