What type of clients do you work with?
- Individuals and families dealing with a life changing financial event such as:
- Business Sale
- Highly Compensated Small Business Owners
Why do clients hire your firm?
- They Desire Hands On, Personal Service.
- They Value Transparency, Professionalism, and Independence from Their Advisor.
- They Desire a Firm that Stands by Strict Confidentiality
Do you have minimums?
The short answer… Yes. Here’s how it works. We have two levels of service designed to meet the needs of each unique client.
- Our Private Client Group Service Offering = $1,000,000 minimum
- Our Digital Service Offering, “B-Online Portfolios” = $25,000 minimum
How Are We Compensated?
Our goal is to be your financial coach and partner – to sit on the same side of the table as you. If you benefit, we benefit. If you have setbacks, so should we. With this mindset, we have structured our firm to be “Fee-Only”. These fees are based on the amount of money you have entrusted with us to manage. Our fee schedule and a transparent breakdown of how it relates to our services provided to you, your family, and/or business will be provided at the time a written proposal is presented.
We monitor performance regularly, and any discussion of your investment returns are always presented net of fees. After all, it is what you receive that matters most.