OUR ADVANTAGE
We provide sophisticated advice to clients that is unbiased with direct fair pricing. We provide a superior product at a better price that simply cannot be matched. Our services are superior for the following reasons:
Our advice is unbiased. Our fee structure ensures that our advice serves your best interest and no one else’s. We have no incentive to push any financial or insurance product, since we don’t get kickbacks or secret commissions. We don’t gather assets, so we won’t focus on growing your assets by having you incur debt if there isn’t a benefit to you. What’s the point of an advisor if you can’t trust what he or she tells you? Advice you can Trust. Always.
We provide sophisticated advice that is custom tailored for your unique situation. With over 17 years of planning experience we focus on providing a sound foundation for your financial future with a focus on keeping your investment and tax costs at a minimum. We understand how Wall Street works to extract fees from the wealthy. Our analytical background from MIT ensures that our advice is based on reason and not emotion. We recommend index, not hedge funds.
We are small firm and as such every single one of our clients is of utmost importance.
We are so confident in our services that we don’t require long term commitments or control any of your assets. We bill in arrears and you keep your assets directly in your name. There are no strings attached. Compare that with the uncomfortable conversation you need to have with a typical advisor that keeps your assets in order for you just get your money back.
We are rigorous with our analysis, which is based on our science background. Our firm is a Registered Investment Advisor and all of our planners have the CFP® designation, the gold standard for financial planners.
We provide a one stop shop for our clients. We provide holistic advice on all aspects of your financial plan, whether it is analyzing investment real estate, insurance products, or even bank accounts. This includes the tax planning and preparation that most planners won’t even attempt to do for themselves. Ask other planners if they prepare their own taxes.
Our fees can’t be matched. A planner managing a $10,000,000 portfolio will often charge 1%, maybe 0.8% of assets under management. That amounts to $80,000 to $100,000 per year! Our fees average $12,000 per year with a maximum fee of $24,000 per year, and that fee doesn’t increase as your wealth grows.
Interested in leaning more? Please contact us for more information or to schedule a free consultation to see if our services will meet your needs. Also see our FAQ for more info.