As a Fee-Only Registered Investment Advisor (RIA), 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 broker/dealers, 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.
Comprehensive financial planning is the foundation of our client relationships. Initial financial planning fees for new client relationships are based upon the complexity of the case. We earn ongoing asset management fees calculated as a percentage of assets under management (AUM).
