You’ve worked hard for your money. Now make your money work hard for you. We’ll work with you to come up with an investment strategy that matches your goals and risk tolerance.
Failing to plan is planning to fail. The time to invest for your future is now! Let us help you get the ball rolling and start getting a return on your assets. Check out our rates below.
Our Fee Schedule
We believe that transparency is the best way to earn trust which is why we proudly disclose our fee schedule to you below. Our rates are very competitive. There are NO additional rates for trading or moving investments (though there is a custodial fee-see below). We are a fee-only financial planning firm and charge no commissions.
Assets Under Management Fee Schedule (Annual)
First $100,000 to $250,000 1.35%
Next $250,000 to $500,000 1.25%
Next $500,000 to $1,000,000 1.15%
Next $1,000,000 to $2,500,000 1.00%
Next $2,500,000 to $5,000,000 .90%
Over $5,000,000 negotiable
Simplify your life by investing your money in a portfolio that matches your goals and risk tolerance so that you can protect and grow your wealth.
While it would be unlawful for us to make any guarantees or promises, we can say that our clients have been very satisfied with us for well over a decade. We’ll work with you to work towards receiving a rate of return that is commensurate with your level of risk. When the stock market is booming everyone is happy, but many people forget to plan for the bad times as well.
We believe in the classic investment strategy of buying and holding valuable investments for long-term growth. This strategy was taught by the great professor Benjamin Graham and popularized by Warren Buffet. We are investing for your long-term success.
The fact that we publish our rates freely and openly with no hidden costs on our website speaks for itself. Our economics and investments expert, John Keller, received the “Outstanding Finance Student of the Year” award from Radford University in 2016 where he served as the Senior Investment Analyst for the Student Managed Investment Portfolio Organization (SMIPO). Our models have been performing excellently for well over a decade.
We’ve built custom portfolios to meet all ranges of client needs and goals ranging from conservative, conservative growth, balanced, growth, and aggressive growth. When we meet to discuss your risk tolerance and investment goals, we’ll help you pick the model that’s best for you.
We use a third-party custodian for investment assets called Folio Institutional in McLean, VA. They charge the following fees for “housing” the assets:
- $0-$500,000- .30%
- $500,000-1,000,000- .20%
- $1,000,000+ – .15%
- Minimum $150 a year.