Our Services

Investment Advisory Services

We can assist you in selecting and investing from a full range of investments to help you meet your financial objectives. Since we are an independent registered investment advisor, we have access to institutional managers for our clients as well as all retail investments without any proprietary bias.

Investment management fees are based on the total amount managed or advised on in all accounts for the client. The minimum annual fee is $5,000.

 

This fee includes both ongoing investment management and financial planning.

 

Our fee structure is:

 

Value from $500,001 to $2,000,000

Value from $2,000,001 to $5,000,000

Value from $5,000,001 to $10,000,000

Value above $10,000,001

1 % annual or 0.25% per quarter

0.7% annual or 0.175% per quarter

0.4% annual or 0.1% per quarter

0.25% annual or 0.0625% per quarter

Fees are invoiced and debited on a calendar quarter basis and billed in advance of the quarter. Fees are deducted directly from your investment account(s). 

 

What is the value you can get from working with a Fee-Only Financial Advisor?

Let Vanguard show you how the advice can be worth an additional estimated 3% of investment return.