What are your fees?

We charge 1% of investment assets managed by us per year, payable in quarterly  installments.  The fee is discounted over $1 million of invested assets.

Do you have an investment minimum?

We find that we’re best able to help clients with at least $500,000 to invest with us.  However, we may make exceptions on a case-by-case basis.

What is your policy on privacy and confidentiality?

Everything we do together is always confidential, unless required by law.  We will never sell your information to anyone.

What are the next steps for working together?

Call us, email us, or go to our website ("Contact Us" page) to schedule a complimentary introduction.

 

Do you use a financial broker / custodian?

Yes, we recommend Charles Schwab and Interactive Brokers, a qualified custodian with very low transaction fees.

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Are you a Certified Financial Planner® (CFP)?

Not yet, but I expect to be by December of 2025.  I've completed the financial planning coursework (6 college level courses) and have passed the CFP® Exam.  I expect to fulfill to 6,000 hours of financial planning experience by December 2025.