Become a Client — Relationship Models

Integrated Client Model

With proper planning your financial situation will likely become more complex. This is a good thing! It means you’ve built a solid foundation for you and your family, and you’re ready to take the next steps toward your life goals and legacy.  

Integrated financial planning involves investment management, retirement and estate planning, tax optimization, insurance, and more. Rather than treat each element in isolation, we take in the big picture, ensuring that all aspects of your financial life are compatible with your vision of a brighter future.  

What you can expect from us:

• A friendly — and real — person to answer your calls, email, and pick up right where we left off.
• Annual meetings with your team to proactively shape goals and visions.
• Detailed focus on developing, maintaining, and adapting the specific elements of your financial plan.
• Strategizing for future events and legacy goals, including business succession and lifetime gifting to family, friends, or charities.
• Investment management services for portfolio optimization and tax efficiency.
• Actively updated content — weekly market commentary, webinars, blogs, and quarterly market insights.
  

Learn more about our full range of services here

Annual fee:

Our tiered fee structure applies different percentages to specific investment amounts, similar to tax brackets. However, unlike taxes, your average fee decreases as your portfolio increases.

Accumulator Client Model

Accumulating wealth is a journey. The initial stages are typically centered around laying a foundation and habit formation more than financial planning. If you are serious about accumulating wealth and ready to start your investing journey alongside a knowledgeable team, this model is for you.

Included services:

• A friendly — and real — person to answer your calls, email, and pick up right where we left off.
• A designated financial planner, available annually to support your intentions.
• An investment portfolio personalized to your goals, mindset, and lifestyle.
• Automatic account rebalancing and tax efficient investment planning.
• Access to our knowledge base — weekly market commentary, webinars, blogs, quarterly market insights, etc.

Learn more about our full range of services here

Annual fee: 0.65%

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