Services We Offer

We provide fee-only investment management services for our clients.  

• IRA's  /  ROTH IRA's
• SEP / SIMPLE IRA's
• 401(k) Rollovers
• Taxable Accounts
• Trust Accounts
• Estate Accounts
• Foundation Accounts
• College Accounts
• Limited Partnership Accounts

We provide fee-only investment management services for corporate investment accounts and corporate Defined Benefit (DB) Plans. 

401(k) Plans

457 Plans

403 (b) Plans

Corporate Accounts

 All additional services are available free upon request for our private wealth management clients. We can also provide these services for non-clients based on an hourly rate.

• Goal Based Financial Planning
• Retirement Advice
• Retirement Distribution Strategies
• Social Security Maximization
• College Planning
• Tax Advice
• Estate Advice
• Business Planning
• Insurance Advice & Placement
• Values Based Investment Management
• Financial Coaching & Education

• 1% of Assets Under Management on first $2M and 0.5% on assets over $2M.
• Cancel any time without penalty.
  

Yes, it is that simple.  We believe fees should be simple and effortless. This fee is billed quarterly and in advance. Fees are presented to you in your quarterly report for your review and then netted from your accounts requiring no client effort.  Clients may cancel service at any time.  When a cancellation occurs mid-quarter clients may request that fees be refunded on a pro-rata basis.  Our fees may be negotiable. 

We do not nickel and dime our clients. We want to be your investment manager and your financial guide. If you request a reasonable financial service, we will gladly do it without any additional fees.

FCA has account minimums. Contact us for more information.