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Investment Management
to Support Your Plan
Our investment decisions are too often driven by emotions and fears instead of being based on facts. These short-term behaviors can get in the way of accomplishing your long-term financial goals. I'll educate you about the investment strategies available to you and identify those that are most likely to meet your unique goals, current and future needs, timeline and risk tolerance.
Pricing Options
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Investment management is available as part of the Financial Planning Experience or as a standalone service.
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An annual asset-based (AUM) fee between 0.50% to 1.5% percent of account balance is billed for investments under management.
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AUM fee is based on account size and investment strategy and billed quarterly from the account.
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Investment Philosophy
Investing shouldn't focus on trying to time the market, but rather time in the market.
Don't let day-to-day market fluctuations get you off course.
A properly constructed portfolio that's well-diversified, tax-efficient and within your comfort level for risk can help you achieve your goals over the long-term.
Investment Approach
As an independent advisor, I have access to well-known and unique investment solutions.
Updated risk management techniques allow for more equity exposure with a steadier experience during market downturns.
ESG- and faith-focused options are available to fit your values to your money.
Investment Management Pricing
Investment management is available as part of the Financial Planning Experience, or as a standalone service.
An asset-based (AUM) fee between 0.80% - 1.50% of account balance is billed each year, and is based on account size and investment strategy.