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
-
Quantified Risk Management
-
Avoid unnecessary risk
-
- 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
-
Retirement or Goal Planning
-
Set goals and implement plan
-
Probability of success analysis
-
-
Estate Planning
-
Support on wills and gifting
-
-
Tax Support
-
Tax preparer coordination
-
-
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
-
Balance Sheet Style Advice
-
Holistic full picture planning
-
Business owner support
-
-
Estate Planning
-
Trust support
-
Multi-generational planning
-
Charitable giving support
-
-
Tax Management
-
Proactive Tax Planning
-
-
Risk Management - Insurance
-
Life, Disability and LTC analysis
-
Patrick Greener - Head of Plans
