Let’s Compare Costs
If you're retired or close to retiring, we'd love to connect with you and answer any questions you may have.
The Lifetime Wealth Process™
As an investment fiduciary, we are compensated in the form of a small percentage on the assets we manage for you. We make changes to your investments to help put you in a better position to achieve your goals.
When your account values go up, our revenue increases. When your account values go down, our revenue decreases.
Our interests completely align with yours.
Our job is to deliver the highest level of personalized service to each individual client, which is why we limit the number of clients we work with.
Account Minimum: $400,000
• 1.50% = First $500,000
• 0.75% = Next $500,000
• 0.50% = Over $1,000,000
We’re proud to offer a 0.25% discount to law enforcement, military, and firefighters.
If you've saved at least $400,000 and are retired or close to retiring, we should talk.
The Digital Advisor Program
We understand the pain of high fees, which is why we’re offering this extremely low-cost option. We charge 0.5% for investment management fees - that’s only half the industry average.
Here’s the Best Part
We designed our Digital Advisor program so it won’t break your bank, which is why we don’t charge you management fees over $1.5MM. Only half a percent on all investments we manage and absolutely nothing on investments over $1.5MM.
It’s not too good to be true, it’s our policy.