We work with individuals and families who hold a multi-decade outlook. A typical client has accounts in the range of $500,000 to $5,000,000 to consolidate, has a need for financial advice beyond the portfolio, and wants to invest in a distinct manner from the default global market portfolio.

Separately Managed Accounts

We offer discretionary investment management for clients who wish to have us steward their portfolios.

- Focused, fundamental oriented portfolios
- Primarily utilizing individual stocks and ETFs
- Advanced tax-saving strategies

Fee Schedule:

First $200,000 - 1.5%
$200,000-$5,000,000 - 0.5%
Above $5,000,000 - Negotiable

Flat Fee Financial Planning

For your personalized Wealth Plan, our typical fee is $6,000

Our Focus Areas:

- Net Worth Statement
- Initial Portfolio review
- Budgeting and Cash Flow Planning
- Debt Analysis and Strategies
- Employee Benefits Optimization
- Retirement and Long Term Planning
- Basic Estate Planning
- Risk Management
- Basic Tax Planning
- Bitcoin Custody
- Financial Goals and Values Setting