WHAT WE DO
A Refreshingly Simple & Transparent Fee Structure of 1% of assets under management per year.
No Minimums. Direct To Advisor Access. Dedicated Relationship.
Fiduciary Standard Of Care.
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Investment Philosophy
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Our firm believes in managing your assets in a low cost & tax efficient manner mostly through a passive or indexed basis with ongoing monitoring, due diligence, & quarterly research. We offer clients our very own fully customizable investment models, which have been developed to accommodate your personally stated risk tolerance, money goals, time horizon & more.
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WealthTenders - Financial Planning + Investment Management (1%/Year, Billed Directly From Your Account)​
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Outside of investment or retirement account preferences, we truly focus our planning strategies mostly on tax efficiencies, cash flow, real estate holdings, net worth, estate planning & your personal objectives. For investment & retirement accounts, we charge a flat annual percentage fee of your account balance that we manage through either Fidelity or Schwab as the custodian. This fee structure includes all account management & your financial plan, which is built out through a deliverable that's reviewed at our appointments together.
TaxTenders - Tax Planning + Filing
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Because taxes align directly with financial planning, investing, & wealth in general, we also offer tax planning + annual filing through The TaxTenders, an affiliated entity of the WealthTenders. This service offering is designed as a subscription model that's all inclusive with a proactive, not reactive, approach to tax management featuring short, mid & long term planning strategies.
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Investment advisory clients are not obligated to utilize this tax service as an add on & vice versa. Tax planning + filing includes single, married, joint, trust, and/or any business returns. Fees for investment advisory services are separate from fees for tax services. Additional tax complexities will most likely result in a higher subscription model fee paid to your tax advisor. The starting package for TaxTenders is $100/mo ($1200/yr) for each entity that requires filing. This service is complimentary once our team manages your portfolio of $1 Million+
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Investment advisory services offered through The WealthTenders, a Member of Advisory Services Network, LLC. Tax services offered through The TaxTenders. Advisory Services Network, LLC and The TaxTenders are not affiliated.
MortgageTenders - Mortgage Lending
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As a compliment to clients financial planning & tax preparation, we also have the ability to offer independent mortgage lending & coaching including first time home buyers, rentals, investment properties, land, refinances, & more. These programs we work with are FHA loans, Fannie, Freddie, & the VA on the conforming side as well as BRRRR, & Hard Money on the non conforming side.
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Investment advisory clients are not obligated to utilize our mortgage brokering services. Fees for investment advisory services & tax services are separate from fees for mortgage brokering. The fee for our mortgage lending is 1% of the mortgage value being lent and is included in the closing costs, which can be paid out of pocket or wrapped into the mortgage.​
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Investment advisory services offered through The WealthTenders, a Member of Advisory Services Network, LLC. Tax services offered through The TaxTenders. Independent mortgage broker services offered through The MortgageTenders.
Advisory Services Network, LLC, The TaxTenders and The MortgageTenders are not affiliated.