Our FOUR Core Values to Our Clients

  • Integrity
  • Client Focus
  • Independence
  • Lower Fees

 

Integrity

We stand by the integrity of the services we provide. We believe in doing what it takes to preserve your trust. We are passionate about your well-being and financial health. We strive to foster a personal relationship with you to better meet your needs. It is also our Fiduciary responsibility that all clients are treated fairly and we strive do what is best for our clients.

 

Client Focused

As a small investment advisory firm, we want to focus on making our clients happy with our service. We provide independent personal advice catered to meet your needs. We do not advertise, but depend on referrals for most of our new business. We strongly believe that we can grow our practice by focusing on our existing clients.

 

Independence

We do not accept commissions, kick backs, or other beneficial arrangements as a way of maintaining our independence. We just earn what you pay us as a fixed percentage of your asset under management or a fixed negotiated fee for our services. This way, we have loyalty to only you.  We will not hesitate to change course if it is beneficial to you.

 

Lower Fees

We charge less than most financial advisors; our fees are usually less than the 1% of total assets under management that most advisory companies charge. Our negotiated fee depends on the size and complexity of your account.

Our fees are very competitive as we strive to keep a low overhead. As a fee based practice, our interests are aligned with yours. We charge a small percentage of your assets under our management annually. Our main goal is to preserve and grow our clients’ assets.

The cost of our financial plans can range from $499 and up depending on the complexity of your situation. We can give you a firm quote on the cost of your financial plan after we conduct a short interview with you.

If you need help with a specific issue, we will make arrangements to charge you on an hourly basis. Our hourly fees range from $150 and up depending on the types of service requested.