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Service Options

In order to best serve our clients, we have developed three distinct service options to serve the individuals, families, and businesses that partner with us. Our service offering is summarized as follows:

Full Partnership

Financial Planning and Investment Management

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  • Bundled comprehensive financial planning and portfolio management services
  • Minimum of $250,000 in investable assets and managing 80% of available investment assets
  • Assets under management fee schedule applies
  • Appropriate for someone who needs financial planning services and has accumulated an appropriate amount of investable assets; they view us as their Family CFO.

Strategic Partnership

Financial Planning

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  • Comprehensive financial planning services only
  • Service available for a flat annual retainer fee
  • Appropriate for someone who needs financial planning services, but has not accumulated an appropriate amount of investable assets, or prefers to manage their portfolio on their own
  • This service may be coupled with our Portfolio Management service for clients who do not meet our minimums.

Portfolio Management

Investment Management

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  • Portfolio management services only
  • Minimum of $250,000 in investable assets or also engaging our Strategic Partnership service option
  • Assets under management fee schedule applies
  • Appropriate for someone who has little to no financial planning needs, but has accumulated an appropriate amount of investable assets