As SEC-Registered Investment Advisers (RIAs), we are fee-only fiduciaries. We charge a one-time fee for the initial financial plan and our investment advisory fee is based on a percentage of your assets under management. As fee-only fiduciaries, we are not compensated by investment product sponsors, but rather, by our desire to grow your assets in a way that is always aligned with your best interests.
As an investment advisory client, you will not pay for ongoing and regular updates to your financial plan – it is part of our ongoing investment advisory services.
We typically recommend our new client relationships begin with a minimum of $2.0 Million in investable assets. The minimum, however, may be subject to waiver or negotiation.
Whether you are approaching retirement, already retired, or are going through a meaningful personal or professional life change, we can help. We consider ourselves stewards of your wealth. When you are ready to enter into a different kind of financial planning and investment advisory relationship that always puts your interests above all else, you can reach us at 303-296-2229 to set up a discovery call to see if we are a good fit.