Becoming our client is a quick and straightforward process.
The first step is a face-to-face or phone meeting during which we discuss your financial circumstances and determine what you endeavor to achieve through investing. We also ascertain your tolerance for portfolio volatility and investigate any other pertinent factors in your life that may impact your investment strategy. We then formulate a mutually-agreeable investment plan.
Once we begin to invest on your behalf, we are available to you anytime to discuss your accounts, the financial markets, the economy or any other relevant topic. You should expect and will receive our objective, frank investment advice and our unvarnished views about the state of the investing environment.
To arrange an obligation-free discussion with us about your financial situation, please call us at 619-435-1701 or email us at firstname.lastname@example.org.
We are a fee-only firm with a transparent fee structure:
Customized Portfolio Management & Financial Planning
Per annum rate on the first $1 million in assets under management: 1.25%
Per annum rate on assets under management above $1 million: 0.90%
Hedged Equity Portfolios for Accredited Investors
Per annum rate on hedged equity portfolios for accredited investors: 1.50%
Financial Planning Services (a la carte)
We offer project-based financial planning services on a negotiable fixed fee basis.
We can work most effectively with clients who have $500,000 or more in investable assets with us.