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Investing with a dedicated advisor

No commissions. Fee-based advice. 

 

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Investing with a dedicated advisor

Watch: Our risk management approach in action

Features

– Goals-based investing: retirement, college, major purchase
– Globally diversified portfolios
Dedicated fiduciary financial advisor
– No commissions. Account minimum: $5,000
– Annual fee ranges from 0.40% – 1.50% based on the table below. Fee will be billed monthly in arrears  in 1/12 intervals and will be pulled from your investment account.  As an example, the monthly fee for the first assets under management tier ($0 – $499K) is $1.25/per $1,000 invested.
– Charles Schwab & Co., Inc. (“CS&Co”), a registered broker-dealer and member SIPC, will provide custody, trading and support services for your account(s).

 

*The advisory fee is for services we provide, as well as clearing and custodial services provided by the custodian. The account holder is responsible for the advisory fee. The fee is paid incrementally on a monthly basis in arrears, and debited from your account or another payment method indicated by you. The advisory fee does not include the fees and expenses applicable to investment funds, and the additional costs for ancillary services provided by the custodian. Pricing is subject to change. For more information regarding the advisory fee and other costs associated with the program, please review our ADV Brochure.
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