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 2022 Market Commentary
Plum Street Advisors 2022 Q2 Commentary Inflation has become a primary concern for US consumers. In the Boston area, where several of us at Plum Street Advisors live, the average price for a gallon of milk has gone from $3.54 in January to $4.27 in June – more than...
Q2 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q1 2022 Market Commentary
Plum Street Advisors 2022 Q1 Commentary Global markets declined in the first quarter of 2022 across most asset classes. During the quarter, the headlines were dominated by two significant news items. The first was the increase in inflation and interest rates. The...