Get GREENER! Video On Demand
Posted October 27, 2021
The Investor
1.20%
Annual Fee Based on Assets Managed
No commissions, no tiers, no haggling, just one fair, fee-only charge. There is no minimum to invest and the benefits include:
Opening of account(s) to fund your goals
Account types may include: Traditional IRA, Roth IRA, Rollover IRA, SEP/SIMPLE IRA, Solo 401k, Brokerage/TOD, Trust, Estate.
Pick investments and regularly monitor and rebalance holdings.
My focus is on ESG (Environmental, Social, Governance) investing. Invest in a better world! Your risk tolerance, amount to invest and personal values will guide us to which investments are best for you.
Investor Plus
If I manage $200,000 or more for you, you also get everything listed in The Planner for no additional monthly fee. You only pay the 1.20% per year, not the $150 per month.
In Transition
Start with The Planner
Move up to The Investor
Perhaps you are considering changing jobs, wondering if you can retire, are going through a divorce, or just lost a loved one. You know you will have money that needs to be invested eventually but want to start planning now.
Sign up for The Planner
We will start building your plan.
I will help rollover your past employer 401k, enact that QDRO for ex-spouse retirement money, or work with your attorney to clean up an estate.
After the monies are invested, your $150 per month fee may transition to 1.20% of managed assets.
You will likely need multiple meetings and phone calls to guide you through your transition.
I trust that you intend to work with me over the years and am willing to put in the extra work up front.
Rollover and Consolidation
Simplify your life by taking control of old employer plans and random accounts.
