Our Services and Fees

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Financial Planning & Investment Management for Individuals

 

1. For individuals & families with more than $160,000 / £120,000 to invest

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• ​​Fees charged at 0.75% of Managed Investments, Annually​​

• Covers basic Financial Planning​​

• Personalized Investment Selection connected to your unique values

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* To calculate an estimate of annual fees, multiply your total investment value by 0.75%

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2. ​​​​For individuals & families with less than $160,000 / £120,000 to invest

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An all-inclusive subscription service (covering everything listed above in 1). For anyone in the early stages of building their wealth. This service is $100 (£75) per month.

 

* Once managed investments are above $160,000 (£120,000), a 0.75% fee will be charged

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Financial Planning & Investment Management for Businesses

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1. Cash Management Services for Businesses & Non-Profits

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Management of working capital cash balances to generate higher interest income.

 

• Using mutual funds - our fees are 0.10% (mutual fund fees are estimated at 0.10%)

• Using individual bonds - our fees are 0.20% (with no mutual fund fees)

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* Reach out for current estimate of interest income % we can generate using mutual funds and individual bonds

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2. Outsourced CIO Services for RIAs

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Management of Investments for RIAs, combined with monthly planner education

 

• Sharing of our investment models which includes individual investments and mutual funds

• All investments are actively managed with an average expense ratio of 0.40%

• Our fees are 0.20% for assets below $50mm and 0.10% above $100mm

• Investment education for planners and simple, concise research pieces for clients

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* Reach out for more details