Services

^onboarding
Onboarding Process

A 15 minute call with Brian
A brainstorming meeting in person or virtual (if you live outside of Prescott)
- The purpose of this meeting? A common understanding of what YOU would like to be different about your personal finances and how we can support you
If we decide we’d like to work together, we have a simple, low-stress process to review any current statements, collect some basic information, and generate documents for e-signature
Once you’ve opened accounts with us, we’ll hold one or more detailed planning meetings to identify manageable steps we can take to move you towards a greater sense of financial wellbeing
Once we’ve created a plan, we’ll transition to ongoing support as you implement your plan

A 1 on 1 relationship with Brian, your advisor
An annual planning meeting to check progress and consider adjustments
Ad-hoc planning meetings when you need them
Your calls, emails and texts returned within one business day
Proactive adjustments to your investments/plan
Proactive communication
Seamless account funding and withdrawals
Brian’s monthly newsletter
Around the clock access to your financial plan and other data via your client portal
Access to your important documents via your secure online vault
Coordination with your CPA and attorney

To provide ongoing, planning, support, and proactive management of your investments, we charge an annual percentage based on the cumulative value of the investments we oversee for you.
The annual percentage is drafted from your investment accounts, so you never receive a bill.

Our Standard Fee Schedule
Overall Value of Your Accounts	Annual Advisory Cost
The first $500,000	1.25%
$500,000 to $1,000,000	1%
$1,000,000 to $2,000,000	0.75%
$2,000,000 to $5,000,000	0.65%
Greater than $5,000,000	0.5%

Our current minimum level of engagement is $2,500 per year
For example, to oversee an account with $250,000 in it, the cost would be $3,125 per year.