Our only compensation comes from our clients. As a fiduciary, our goals are always aligned with theirs and our motivation is to grow and protect our clients’ assets, not to do excessive trading or sell particular products. We provide conflict-free advice designed for each client’s personal financial path. Our fees are based on assets under management and include comprehensive investment management and financial planning.
Annual Fee Schedule
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3 million | 1.00% |
| $3 – $5 million | 0.75% |
| $5 – $10 million | 0.50% |
| Over $10 million | 0.35% |
The minimum annual management fee is $10,000, so it makes sense to have $1,000,000 of assets under management in order to receive the best value.
The annual fee covers all investment management and financial planning services. There may be some circumstances, such as a very complicated estate, that are not covered by the normal annual fees. These services are available when needed and will be billed hourly according to the complexity of the situation.
Billing Schedule
Fees are billed quarterly and in most circumstances paid directly from the account(s) we manage for you. Our quarterly reporting to clients always shows performance net of our fees.
Nonprofit Investment Management
A financial advisory team to increase your organization’s impact
We provide investment management solutions for nonprofits. Please visit our nonprofits page for more information and fee structure.
ARTICLES
The Landscape of Investment Accounts
It’s easy to become confused by the array of different investment options, such as pre-tax and post-tax accounts. Are there optimal periods to open, contribute to, and withdraw from them? While we regularly advise on and manage strategic decisions for our clients, having a base familiarity with various investment vehicles and techniques is often helpful.
IMPACT INVESTING
The Challenges of Powering AI Infrastructure
The exciting potential growth of artificial intelligence and hyperscale computing capability should account for the logistical and environmental challenges of expanding infrastructure to handle the dramatic increase in energy demanded by powerful chips.
ART EXHIBITS
Voices in Fabric
July - September 2024
Featuring the art quilts of local artists Carol Drucker, Ora Clay, Roxanne Schwartz, and Giny Dixon.