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Advice. disrupted.

Stop paying high-cost advisor fees and investment costs. Full-service investment management, retirement planning and advice using index funds from Vanguard, Dimensional Fund Advisors and iShares.

MAKE THE RIGHT INVESTMENT DECISIONS

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Anyone can buy index funds, but even the most experienced investors often second-guess themselves and question their asset allocation decisions, investment selections and their ability to separate emotions and money in order to make the right ongoing investment decisions for long-term financial success.

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FEES MATTER...

WE REINVENTED ADVISOR FEES

Fees

 

We've disrupted the traditional high-cost financial advisor fee model of paying an advisor a percentage of your hard-earned assets, which can take a significant bite out of your portfolio. We feel that most advisors significantly overcharge for their services and you are best served paying a low-cost fixed flat fee for investment management and financial advice. The less you pay, the more you keep! It's that simple.

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Learn more about how to lower your total investment fees and simplify your portfolio to reach your goals.

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