We are compensated through advisory fees that are calculated based on the assets we manage for our clients. This feecovers ongoing planning, guidance, investment management, and transactional fees.
Click below for our full fee schedule and more information
Investment Fee Schedule
At our firm, we take our role as fiduciaries very seriously. It means that we put our clients' interests ahead of our own, and always act with transparency and honesty. As a client, you can trust that we will provide you with objective and impartial advice tailored to your unique needs and goals. Our commitment to integrity, professionalism, and accountability ensures that we are always working in your best interests. We understand that your financial goals are personal and important to you, and we are dedicated to helping you achieve them. As fiduciaries, we take pride in the trust our clients place in us and strive to exceed their expectations every day.
"Don't put all of your eggs in one basket" is different from having one financial advisor manage your finances. While the former advice suggests diversifying your investments to reduce risk, the latter involves entrusting a professional to oversee your financial goals, investments, and tax strategies. At our firm, we take care of the diversification piece for our clients, carefully crafting investment portfolios that balance risk and return across different asset classes. By doing so, we aim to reduce the risk of overconcentration and help our clients achieve their financial objectives. With the guidance of a trusted advisor and a diversified investment strategy, our clients can enjoy greater peace of mind knowing that their financial future is in good hands.
At our firm, we take a team approach to financial planning and have additional succession arrangements in place with our team at Mutual to ensure that our clients receive quality service in any circumstance. Our commitment to our clients doesn't end in the event that something happens to us. We have put in place measures to ensure continuity of service, including cross-training among team members, documented processes and procedures, and a clear plan for transferring responsibility for each client's account.
We take pride in building long-lasting relationships with our clients based on trust and delivering exceptional service, no matter what the future may bring.