Investment Management
We work with a third-party manager and custodian for investment management. We are well-equipped to guide and help you create the right investment portfolio for yourself, which balances your investment goals and risk tolerance.
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Our Fee Structure
We are passionate about providing our clients with financial advice that is removed from conflicts of interest, which is why we opted for a flat-fee subscription model.
In many cases additional support and guidance is needed for a client’s investment portfolio, so we do offer investment management under a separate fee structure based on the portfolio value.