Investment Management
We typically start by getting to know your overall financial situation and how your investments fit into the bigger picture.
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Depending on your needs and what you will get value from, we might explore certain parts of your finances more deeply.​​ In some circumstances, if there is a particularly strong need that will require a lot of time to work through, we will start a formal financial planning engagement that is billed either monthly or on a project basis.
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After we understand your financial situation and goals, we decide on how aggressive your investments should be. We then select the individual investments and execute the trades — when managing accounts for clients, we are given authority to make trades in their accounts.​​​​​​
Fees: maximum of 0.95%/year — fees are lower at higher assets values. We are fee-only, meaning there are no commissions.
Tax Preparation
We prepare and file tax returns for clients. We routinely help clients who have:
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Dividends and capital gains
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​IRA distributions
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Pensions
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Rental property
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K1s
Preparing taxes for investment management clients, can be especially efficient, because we are already in contact throughout the year and we have a good handle on their investments and finances more broadly. It is easier to plan ahead when your financial life is tied together.​​
Note: tax preparation is available for current and prospective investment management clients — We can start with tax preparation, before proceeding with a more comprehensive relationship.​
Fees: starting at $600/year depending on complexity — fees may be discounted or waived if we also manage your investments.
