Choosing a wealth management firm comes with plenty of questions. Here are a few of the most common ones we get asked.
Accumulating wealth creates both uncommon opportunities and imposing challenges. Families of considerable wealth are faced with an array of unique needs. Our planning and investing discipline will align your financial goals with your life and legacy goals and eliminate the layers of stress that come from self-management.
We have clients of all ages and from a variety of backgrounds, such as technology, medicine, higher education, entertainment and finance. Our private client group consists largely of pre-retirees and retirees who want their money managed by an independent firm. As a whole, our clients work with us not just to receive high-quality investment and financial solutions, but to benefit from a customer service model design that ensures a deep understanding of their situation and goals.
We generally charge a management fee based upon a percentage of the total value of the assets we manage. We do not receive commissions on transactions and we accept no other forms of compensation from investment product providers or financial institutions. We work with qualified investors with a minimum of liquid investable assets of $500,000. For complete details on our fees structure, please review our ADV Brochure.
Where do we start?