We charge an Assets Under Management fee, which is a percentage of the amount of money that we are currently managing.
This fee is negotiable depending on client situation.
There are currently no fee minimums.
No, the only fee I receive is the fee mentioned above. I am not paid via any commission or kickbacks from other investment companies.
Charles Schwab is the custodian that we use for all managed accounts.
Your plan sets your mix of stocks and bonds, based on when you'll need the money and how much risk you can stomach. I build it with low-cost funds from Dimensional, Schwab, Vanguard and BlackRock. From there I watch it through the year and rebalance whenever it drifts too far from your target. If markets drop and you feel like selling, call me first.
Please see our privacy policy here.
There are no upfront fees. Clients can cancel their relationship with me any time. You can call me or Schwab directly to request termination, and there will be no further charges. And while I’m sure this won’t be an issue, you could theoretically sign up to work with me one month and cancel the next, with no cancellation fee.
You work with me directly. Schwab, one of the largest custodians in the country, holds your accounts in your name. I manage your portfolio as one piece of your financial plan and stay reachable through the year when questions come up.
Meet with a CERTIFIED FINANCIAL PLANNER™ and learn more flat-fee financial planning:




