Investment Management
We typically start by getting to know your overall financial situation and how your investments fit into the bigger picture.
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​​​After we understand your financial situation and goals, we decide on how aggressive your investments should be. We then select the individual investments and execute the trades — when managing accounts for clients, we are given authority to make trades in their accounts.​​​​​​
Fees: maximum of 0.95%/year — fees are lower at higher assets values. We are fee-only, meaning there are no commissions.
Minimum: None.
Investment Management
&
Tax Preparation
Combining tax preparation and investment management can be especially valuable, as it presents opportunities to discover and implement different planning strategies.​ It is easier to plan ahead when your financial life is tied together.
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​​​​​​​Depending on your needs and what you will get value from, we might explore additional parts of your finances more deeply.​​
Fees: ​​maximum of 0.95%/year — fees are lower at higher assets values. If your taxes are especially complex, there may be a separate tax preparation fee, but in most situations, there is no additional charge for tax prep.
Minimum: Due to limited capacity around tax filing season, there is a $500k investment minimum.​​
