We earn asset management fees calculated as a percentage of assets under management (AUM). As a Fee-Only firm, our fiduciary relationships are bolstered by the fact that we do not sell financial products (so we do not receive commissions), nor are we affiliated with brokerage or insurance firms. Charles Schwab & Company is our third-party custodian. We rely on their industry-leading technology platform and their Institutional Service Team serves as our back office.
Our Fee-Only approach to investment management allows us to be unbiased and enables us to meet the needs of our clients while avoiding conflicts of interest.
Financial planning is the foundation for our wealth management relationships and initial financial planning fees for new client relationships are based upon the amount of time taken to perform our analysis and the complexity of the case.
Financial planning and asset management fees are potentially tax-deductible.