Asset Management Options
Working with an investment advisor doesn't mean you give up control or have few options. We have access to dozens of strategists, including Blackrock, Fidelity and AssetMark to help us design a portfolio to fit your needs, whether you're:
- a beginner who is just getting started,
- an investor in the accumulation phase that needs to consolidate,
- a retiree who is looking to get the most from your savings during distribution years.
Below you will find our process, followed by a summary of our most popular options and links to the details.
Customization
Next, we design a portfolio around your personal preferences:
- Would you rather have simple, lower-cost strategies?
- Is Impact Investing important to you?
- Also known as Socially Responsible Investing
- Also known as ESG (Environmental, Social, Governance) Investing
- Do you have specific stock holdings you need to incorporate?
- Are there other investments in your household that we need to plan around?
Ongoing Servicing
Finally, all investment advisory accounts come with:
- Active, on-going portfolio management
- An annual review meeting in-person or by phone
- Periodic check-ins
- A monthly newsletter with tips and important reminders
- Assistance rolling over other assets, as needed
- On-going monitoring
- Personal Financial View website
These investment services utilize advisory accounts with fees charged as a percentage of managed assets, typically 1% to 1.25% annually, depending on customization. There is a $5,000 account minimum to get started.
Portfolio Management Fee
We believe fee transparency is essential to building trust, and our investment management fees are designed to reflect the unique needs of each client.
- Annual fee range: 0.75% – 1.75%, based on assets under advisement
- Factors include portfolio complexity, customization preferences, and the expertise required to support your goals
- Fees cover ongoing monitoring, rebalancing, coordinated management discussions, and proactive communication — with no hidden add‑ons
- Every client receives personalized portfolio design, values‑based investing options, account servicing, and support during major market events
In short, you’ll always know exactly what you’re paying for, with fees tailored to your household’s needs and aligned with the value we provide.
Wealth Strategies with Heart
Many of us want to "vote with our dollars" by investing in companies that both share our values and can also offer the potential for earnings to help us meet our long-term goals.
Impact investing allows you some control of where your dollars go. Click below to learn more!
Retirement Income Planning
Many Americans look forward to an active and rewarding retirement. With uncertainty about Social Security and the decline of traditional pension plans, planning and funding retirement is increasingly the responsibility of each individual.
Annuities
People are generally living longer and that means more time and savings could be spent in retirement. If you need additional reliable income in retirement, see if an annuity strategy may be right for you.