Our Service Options
Rather than having hidden fees or forcing services on you that you don't need we have tiering that matches our services to your unique needs.
Lite
0.35% on assets or
Monthly Minimum Fee: $325
Monthly Minimum Fee: $325
RiskSmart evidence-based custom portfolios built to your specifically for your situations optimized persistently.

Invest
Investment accounts
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Quantified Risk Management
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Avoid unnecessary risk
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- Eliminate layers of management
- Avoid using funds
- Direct Indexing
- Custom portfolios
- Tilts toward yield
- Exclude concentrated risks
- TaxSmart investing

Bill Woodruff - Head of Investing
Basic
0.35% on assets or
Monthly Minimum Fee: $495
Monthly Minimum Fee: $495
All-in-one investment and financial planning plus team based in person private client service.

Retirement
Personalized Planning
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Retirement or Goal Planning
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Set goals and implement plan
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Probability of success analysis
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Estate Planning
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Support on wills and gifting
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Tax Support
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Tax preparer coordination
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Dedicated Private Client Service
- Full support

Brie Valant - Head of Service
Advanced
0.35% up to $10m and 0.10% after
Monthly Minimum Fee: $1,250
Monthly Minimum Fee: $1,250
Combine our innovative RiskSmart Investing with both foundational and advanced planning.

Strategy
Advanced Planning
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Balance Sheet Style Advice
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Holistic full picture planning
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Business owner support
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Estate Planning
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Trust support
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Multi-generational planning
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Charitable giving support
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Tax Management
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Proactive Tax Planning
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Risk Management - Insurance
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Life, Disability and LTC analysis
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Patrick Greener - Head of Plans