INVESTMENT MANAGEMENT
Save time by outsourcing your investments so that you can spend more time on what really matters to you. We will get to know you, implement a portfolio that meets your needs, and continuously monitor and adjust it as necessary.
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We believe in efficient, low-cost portfolios that respond to market conditions. We do not pick "hot stocks", day trade, short-sell, use leverage, or trade options. Instead, we maintain discipline and seek increased risk-adjusted return over long time frames.
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You will no longer need to worry about:
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Which accounts to use
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How much risk to take
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Which asset classes to invest in
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Which funds to use
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Rebalancing
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How to invest additional funds
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Keeping a long term and disciplined approach
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Responding to market conditions
PRICING
We charge a blended annual fee based on the amount of Assets Under Management (AUM).
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For example, a client with $250k would pay 1.0%.
We do not have a formal account minimum but believe that our services and fees are most appropriate for those who have more than $120,000 given our minimum quarterly fee of $300.
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For those earlier in their careers with less than $120,000, I strongly recommend the following books:
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I Will Teach You To Be Rich - Ramit Sethi
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The Simple Path to Wealth - JL Collins
Assets Under Management | Annual Fee |
|---|---|
First $1.2M | 1.00% |
Balance Above $1.2M | 0.50% |