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What's included with Private Wealth Management?

  • Initial discovery/consultation
  • Portfolio reviews & stress testing (reviewing your investment portfolio's resilience against possible financial situations)
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • Personal financial management website & client vault for storing important documents
  • An interactive, digital financial plan updated daily
  • Diverse portfolio construction including access to individual stocks, bonds and other fixed income instruments, no-load mutual funds, ETFs, and socially conscious investment solutions
  • Insurance reviews at no expense (we tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies)

What is the cost of Private Wealth Management?

We use a simple, straight forward, highly competitive, tiered fee structure with all of our Private Wealth Clients. This is what it looks like:

Invested AssetsPercentage
Up to $500,0001.0%
$501,000 - $1,000,0000.9%
$1,000,001 - $2,000,0000.7%
$2,000,001 and above0.5%