Stop paying high-cost advisor fees and investment costs. We provide all clients with investment management using index funds from Vanguard, Dimensional Fund Advisors and iShares, retirement planning and advice as-needed.
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.
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.