Gold

Medal

Waters

Lower Investment Expenses. Higher fees erode returns and reduce the future value of an investment. Our investment management program offers some of the fairest fees available.

investment management

5 Plan

$500/quarter

Up to $500,000

10 Plan

$1,000/quarter

Up to $1,000,000

20 Plan

$1,500/quarter

Up to $2,000,000

30 Plan

$2,000/quarter

Up to $3,000,000

40 Plan

$2,500/quarter

Up to $4,000,000

Our Investment Plans offer:

Why It's Important for You:

Investment Management grounded in academic research

Your portfolio gets Risk-Factor-Based management using the Three Factor Model.

Some of the lowest Advisor Management Costs available in the Marketplace

Your costs are minimized which adds to your return.

Diversified Portfolios with No Load Mutual Funds from Dimensional Funds (DFA)

You can invest in global investment solutions to maximize return potential.

Our Plan: A simple flat fee & nothing more

Their Plan: Pay more when you save & invest

Our investment management plans start at just $500/quarter for assets up to $500,000 and increase at set increments for every $1,000,000 that you save.

Charging in this manner is rare. It reduces potential conflicts of interest, allows clients to compound a larger portion of thier returns, and creates one of the most transparent fees available.

Most firms charge based upon a % of assets under management, claiming it puts them "on the same side of the table." Both sides win - the more you earn, the more they earn.

But this comes with its share of conflicts. You save more, they make more. You sell your investments to pay off your mortgage, they make less.

Are you ready? If you know we're the firm for you, just sign up and we'll take it from there!
Need a different service? Learn more about our Wealth Management service. Still not sure? Request a free consultation or read five more reasons why clients choose us.

Wealth Management

Request a free consultation

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