You don’t have to give us your money to work with us.

As long as it’s professionally managed, we don’t care who handles it.

But if you want us to do it for you, we’ll do it for a ridiculously low annual fee of 0.25% (a quarter the industry standard 1.0%).

Investment Management

0.25% annual fee

  • No account minimums

  • No transaction fees

  • No withdrawal fees

  • Performance reports even your mother could understand

  • Automatic saving/investing programs

  • Access to all 6 unique Financial Zen portfolio models ranging from conservative to aggressive

  • Automatic account rebalancing

  • Daily monitoring for tax loss harvesting opportunities (taxable accounts only)

  • Concierge account opening, transfer and maintenance services

  • Easy digital account opening and signature process

  • Access to research and educational resources through Charles Schwab’s client portal

  • Access to Charles Schwab ETF’s (some of the lowest cost ETF’s available)

  • Concierge trade management

  • Customized portfolios for down payment savings and other short-term goals

  • Access to an investor checking account tied to your taxable brokerage account

  • Ability to pay Financial Zen subscription tax-free from your IRA

If you’ve seen enough and can’t wait to talk in person, schedule your free introductory appointment!

If you want to learn even more, check out our FAQ!