Investment Management
A portfolio built around your goals, time horizon, and comfort with risk, with ongoing monitoring and rebalancing as needed.
Clear Fees. Personal Guidance.
Knowing what you pay and what you receive should be straightforward. My advisory fee covers ongoing investment management and financial planning, with direct access to me along the way.
Advisory Fee Schedule
A clear look at the cost.
The annual advisory fee is based on assets under management. The schedule below outlines the rates for each asset range.
For relationships of $2 million or more, fees are negotiable based on your needs and the level of management involved.
| Assets Under Management | Annual Fee |
|---|---|
| Under $500,000 | 1.10% |
| $500,000 to under $1 million | 1.0% |
| $1 million to under $1.5 million | 0.90% |
| $1.5 million to under $2 million | 0.80% |
| $2 million and above | Negotiable |
Rates shown are annual. Your advisory agreement specifies the fee calculation, how the asset tiers apply, and billing terms. We review these details before you move forward.
Included in Your Advisory Fee
Your investments. Your plan. Ongoing support.
Managing your portfolio is one part of our work together. Your advisory relationship also includes planning and guidance for the decisions that affect your financial life.
Retirement & Income Planning
Guidance on retirement timing, Social Security, and withdrawals, with a plan for turning your savings into retirement income.
Tax-Aware Strategies
Review of how investment decisions, retirement withdrawals, and potential Roth conversions fit into your broader tax picture, with coordination with your tax professional when needed.
Financial Planning & Reviews
A financial plan that considers your savings, spending, and priorities, with regular reviews and adjustments as your life changes.
Legacy & Protection Planning
Review of beneficiaries, legacy goals, and insurance needs, with coordination with your attorney and other professionals when appropriate.
Direct Access to Me
You work directly with me. When a question comes up or a decision needs attention, you have someone who knows you and your plan.
Let’s talk about what you need.
We’ll discuss your goals, walk through the services and fees, and decide whether working together makes sense.