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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
  • Review of current investment holdings’ fees and asset allocation

  • Investor Profile analysis to determine your investing tendencies and risk tolerance

  • Development of an Investment Policy Statement to keep you on track through the swings of the market

  • Account opening and portfolio implementation

Ongoing Services
  • Quarterly market review

  • Transparent dollar value invoicing

  • Access to Right Capital financial planning software

  • Annual meetings

Add-ons For Households With $500,000 or more invested
  • Comprehensive Financial plan

  • 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.

Ready to get started?

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