Capped Fee Investment Management
“If you don’t find a way to make money while you sleep, you will work until you die.”
- Warren Buffett
Working with a CERTIFIED FINANCIAL PLANNER™ focused on sound and evidence-based investing principles can help keep you on track to achieve your dreams.
Initial Services
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Review of current investment holdings’ fees and asset allocation
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Investor Profile analysis to determine your investing tendencies and risk tolerance
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Development of an Investment Policy Statement to keep you on track through the swings of the market
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Account opening and portfolio implementation
Ongoing Services
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Quarterly market review
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Transparent dollar value invoicing
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Access to Right Capital financial planning software
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Annual meetings
Add-ons For Households With $500,000 or more invested
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Comprehensive Financial plan
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Quarterly meetings
Fee: 0.85% of Assets Under Management
(Capped at $3,900 per year)
Advisory fee only. Average cost of underlying investments is 0.06% per year.