Discretionary Money Management

Our Discretionary Money Management service is billed on a percentage-based fee structure.

In plain English, we charge 0.95% annually on accounts under $750,000. We charge 0.5% annually on the portion of accounts over $750,000. 

As an example: Let’s say you have $1,000,000 invested with us. You would be charged 0.95% on $750,000 and 0.5% on the $250,000 portion.

A percentage-based fee structure provides you two advantages.

First, our income grows only if your account grows, so we have an incentive to make the best decisions for your account. This is especially true on the downside, since our income will shrink if your account declines in value.

Second, because you pay only a small fee, we have an incentive to keep you as a client for the long term. It is only over that time frame that the fee structure becomes profitable, and only clients satisfied with performance and service will stay for the long term.

Fees are paid quarterly, in advance, based on the account value at the end of the previous quarter.

FREE Portfolio Strategy Consultation Call

Investment Counseling

You do not need an account with us to benefit from strategic investing advice. Investment Counseling is appropriate if you:

  • Need Unbiased Investing Advice
  • Want a "Second Opinion" of your holdings
  • Want a 401(k) Evaluation and Recommendations
  • Need a Retirement Projection and Success Plan
FREE Consultation Call

Investor Education - InvestAcademy

Learn a straightforward and objective way to evaluate stocks, mutual funds, and exchange traded funds (ETFs).

InvestAcademy is not just another academic or theoretical exercise, but a practical application of security analysis and monitoring that you can apply to your own investments for years to come.

This is the same methodology we use to invest for ourselves and our managed client accounts.

Register for the Class

You can count on us.
We strive to provide:

  • A transparent, honest, and unbiased relationship.
  • A strategic and tested method for investment analysis.
  • A partnership that puts your best interests above our own.