Our Value Proposition
A Holistic Approach
Our goal is to understand your entire wealth picture. We focus on what is happening in your life, not just your portfolio. We work with you individually to create a customized solution that is specific to you and your family in order to achieve your lifetime goals.
Alignment of Interests
You benefit from the due diligence of our Advisory Investment Committee, consisting of a diverse group of investors and business leaders who have committed their time, experience, and personal capital to develop a thoughtful approach to investing for themselves, their families, and the broader community. This committee contains a wide array of educational, investment, and industry experience. We invite our clients to invest side by side with us and share in the insights of a well-versed and knowledgeable team.
Cost Efficiency
Our approach is tailored to each family because we understand that you have your own unique needs and goals. You compensate us for sound advice and the responsibility to put your best interests first and foremost. Our fee structure is designed to benefit your entire family. We have no minimum account size and we offer a discounted fee for subsequent family accounts.
In addition to our “family approach”, our fees are extremely competitive and fall well below industry standards:
1.00% on assets from $0 to $500,000
0.65% on the next $500,000
0.50% on assets above $1 Million
Cash/Fixed Income Management is 0.35% on assets
*Fees apply to the entire "Family" relationship, not per account.
**$2,500 minimum annual fee per family
Start planning for tomorrow - call us today.