High-touch Service is my number 1 priority
I don’t compete with big firms on price or flashy tech. I’m not a discount advisor or a big-box shop.
I compete where they can’t: personal attention and truly customized advice.
That’s why I intentionally work with no more than 100 clients.
By keeping it small, I go deeper with each relationship so you get the attention you deserve, not a cookie-cutter plan.
Start Up
$1,000/yr. + 0.85% of managed assets (tiers down for account size)
We will meet semi-annually
Best for young professionals with less than $1m in assets
Core
$5,000/yr. + 0.85% of managed assets (tiers down for account size)
We will meet quarterly
Best for business owners and near-retirees with $1m to $5m in assets
Elite
$10,000/yr. + 0.85% of managed assets (tiers down for account size)
We will meet as frequently as desired
Best for complex scenarios or people with more than $5m in assets.