Pricing + Services

 
 

We get paid in 3 ways:

  1. a percentage of assets under management- For accounts over $1,000,000 we charge an annual fee of 1.20% on a quarterly basis. For accounts between $10,000-$1,000,000 we charge a discretionary fee based on services rendered but it will never exceed 1.5%

  2. Like to manage your own assets but want a professional second opinion? No problem. we can work in a consultative compacity to break down your allocations and on why or why not any changes should be made based on your goals! We charge a consultation fee that ranges from $200-$1,000 (depending on complexity of household.)

Our Fiduciary Statement »

 

Retirement planning

Who doesn’t want to retire? Our approach to retirement is simple- What are the clients’ goals, what are the costs of those goals. and how do we most efficiently use client assets to achieve those goals?

Not everyone can retire how they want but everyone can take steps to efficiently use their retirement savings.

Portfolio and asset management

Behind any good Financial plan is a investment philosophy. Not every client is the same, but often times, clients fit into the same category in retirement- Income distribution, principal protection, growth orientation, and many more! Depending on where clients are at in their career, life, and investment goals, we utilize one of our investment portfolios to manage their assets and review them at least annually.

Tax planning

Want our resident Tax specialist, Brandon West, to help you or your small business? Just mention it when speaking with our head advisor and he will get you in contact with Brandon. From tax season to payroll Brandon can assist on your tax questions.

 

Insurance and risk management

Thinking about legacy planning? Want to hedge against financial risk for loved ones once your gone? We can help. We will shop out with multiple carriers to find the best fit for your insurance and risk management needs. And, should you require services outside of our scope of expertise, say, annuities or insurance products, we can refer multiple options!

Corporate or Non profit retirement accounts

Does your company have a retirement plan- 4o1(k), SEP IRA, 403(b)? If not, there is potential benefits to starting one- Tax savings, key employee retention, and higher retirement savings than if you just saved as an individual. 77 offers a free consultation of your current employer/employee retirement plan and in some cases, can even be the advisor on the account.