2107 Elliott Avenue
As an independent wealth management firm, we are not tied to an in-house investment team to manage every portfolio. We make recommendations on how to best implement investment strategies based upon the goals, risk tolerance, legacy positions, tax efficiency and values of each client.
Investment management is for those who seek professional expertise and support to align their investment strategies with their financial goals, free up valuable personal time, and be in partnership with a trusted advisor.
Investment goalsRisk tolerance understandingInvestment strategyInvestment research and analysisInvestment manager selection
Income planningTax efficient planningFinancial decision discussionsEducational planning
Personalized management and communication through in-person meetings, video conferencing, phone calls and email.
$100,000 to $750,000: 1.0%$750,000 to $3,000,000: 0.75%Amounts above $3 million: 0.55%
Investment management fees vary with platform and investment structure.