Our Service Options

Rather than having hidden fees or forcing services on you that you don't need we have tiering that matches our services to your unique needs.

Lite
0.35% on assets or
Monthly Minimum Fee: $325
RiskSmart evidence-based custom portfolios built to your specifically for your situations optimized persistently.
invest
Invest

Investment accounts

  • Quantified Risk Management

    • Avoid unnecessary risk​

  • ​Eliminate layers of management
    • Avoid using funds​
    • Direct Indexing
  • Custom portfolios
    • Tilts toward yield​
    • Exclude concentrated risks
  • ​TaxSmart investing
Basic
0.35% on assets or
Monthly Minimum Fee: $495
All-in-one investment and financial planning plus team based in person private client service.
Retirement
Retirement

Personalized Financial Planning

  • Retirement or Goal Planning

    • Set goals​ and implement plan

    • Probability of success analysis

  • Estate Planning

    • Support on wills and gifting​

  • Tax Support

    • Tax preparer coordination​

  • Dedicated Private Client Service

    • ​​Full support​
Advanced
0.35% up to $10m and 0.10% after
Monthly Minimum Fee: $1,250
Combine our innovative RiskSmart Investing with both foundational and advanced planning.
Strategy
Strategy

Advanced Planning

  • Balance Sheet Style Advice

    • Holistic full picture planning​

    • Business owner support

  • Estate Planning

    • Trust support​

    • Multi-generational planning

    • Charitable giving support

  • Tax Management

    • Proactive Tax Planning​

  • Risk Management - Insurance

    • Life, Disability​ and LTC analysis