Cost Structure
Our costs are structured to align our success with yours, fostering a true partnership rather than a transaction. When your portfolio grows, we grow alongside you.
The fee is an annual percentage of the your investment portfolio, based on the size:
- $750K - $1M ____ 1%
- $1M - $2M ____ 0.9%
- Above $2M ____ 0.8%
To deliver the personalized service we’re known for, we work with clients who have a minimum of $750,000 in investable assets. This allows us to dedicate the time and resources necessary to help you achieve your financial goals.
As fiduciaries, we are legally and ethically bound to act in your best interest—no exceptions.
Services
Investment Management
Our investment strategies are guided by leading research, advanced tools, and a commitment to your goals. We actively manage your portfolio, ensuring it is continuously monitored, rebalanced, and coordinated with your overall income plan. This proactive approach sets you up for long-term success.
Retirement Planning
Retirement is your time to thrive, not to worry about money. We help you build a sustainable plan that brings together Social Security, Medicare, investments, taxes, long-term care, and estate planning. By aligning these components, we reduce financial stress so you can focus on the things you love.
The right planner can make all the difference.
Free Tax Preparation
To further enhance our offer, we do complimentary tax preparation for our clients. This in-house service provides us with a deeper understanding of your taxable income, allowing us to craft precise strategies to minimize your lifetime tax burden.
Our mission is to offer personal, boutique-level service backed by the strength and security of some of the largest financial institutions in the world.
We partner with OSAIC, one of the nation’s largest independent broker-dealers, giving our team access to extensive financial planning resources and best-in-class industry practices.
To keep your investments safe and protected from fraud, we custody assets with BNY Pershing — a global leader with over $50 trillion in assets under custody and administration.
Casey Startzell, CFP®, EA
