Assets Under Management

Is financial planning included in the AUM fee?

Financial planning is a separate fee from the investment management fee. Please see below of our fee schedule for a full breakdown. If you have any further questions please contact us.

When are fee's deducted?

Fee's are deducted quarterly directly from the account(s).

How do you manage my investments?

We will recommend one of our portfolios based on your investment goals, time horizon, risk tolerance, and liquidity needs. We primary use low-cost index ETF's. We use Charles Schwab as our custodian and this is where your investment accounts will be held.

 

Fee Schedule

Financial Planning + Investment Management

Screen%20Shot%202020-11-19%20at%203.03_edited.jpg
 

Investment Management Only

Screen%20Shot%202020-11-19%20at%203.07_e