Investment Management
We typically start by getting to know your overall financial situation and how your investments fit into the bigger picture.
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.
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.
