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Firm and Service

Yes, we offer wealth management services at an additional hourly rate of $150.

Yes. If no existing portfolio suits your needs, customized portfolios are included in our Level 3 Membership, or can be requested for an additional fee.

We regularly field phone and video calls from members who want to confer about their investments. Additionally, members are welcome to schedule an appointment to visit us at our office.

Yes. We have been DFA approved since 2006.

safety of assets

Client assets will be held at the brokerage firm of his or her choice, such as Charles Schwab & Co, Inc., Fidelity Institutional Wealth Services, or TD Ameritrade.

Online account access is provided through the custodian (Charles Schwab & Co., Inc, Fidelity Institutional, and TD Ameritrade).

If you are dissatisfied at any point with our services, you can simply “de-link” us through your custodian (TD Ameritrade, Schwab and Fidelity).

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