The first step is getting to know you, your preferences, and your goals. Next, we tailor the services to what you need.
Operating on a selective basis when taking on new clients to maintain a high service standard allows us to allocate more time to our clients' matters and promptly respond to your inquiries via phone, email, and web conference. Your request becomes our agenda.
View all of your assets in one place. We give you access to the latest technology to track all your investments. Your complete financial picture is there whenever needed, and the data is updated daily.
A recent industry study shows that the average investment advisory fee is 0.96%* annually. It means that the investor with a $2 million portfolio pays $19,200 annually to the advisor managing the investments ($3 mil. = $28,800 annually; $4 mil. = $38,400 annually; etc.).
We know from experience that it does not cost a firm more to manage a portfolio of $4 million than a portfolio of $2 million. Why, then, should clients pay more to receive the same services?
We offer simple and transparent flat fee investment management. The amount generally ranges between $4,000 and $10,000 annually and is based on the complexity of your financial situation and the services we provide, not on your assets.
The difference between a typical 0.96% investment advisory fee and a flat annual retainer fee over a long period can be overwhelming. Suppose we assume a 7% return on a portfolio**. In that case, a 0.96% advisory fee can cost an investor with a $2,000,000 portfolio over $1,000,000 in lost returns over twenty years compared to a flat annual retainer fee of $8,000.
Hypothetical example assuming 7% return on a $2 mil. portfolio
0.96% advisory fee vs. $8,000 flat fee.
*2019 RIA Industry Study: Average Investment Advisory Fee is 0.96%. www riainabox com resources/2019-ria-industry-study-average-investment-advisory-fee-is-96-percent ** This is a hypothetical example. Actual results will vary.