We learn about your values, clarify your short to long-term goals, then we build a diversified mix of stocks and bonds aligned to those principles.
We start by listening and understanding how you envision yourself reaching your desired goals. Together, we bring awareness of your personal approach to financial decision-making. Then, we build a portfolio that works with your current situation and your desired lifestyle, implementing behavioral components that will help to keep you on track.
What To Expect From This Relationship:
We build a portfolio aligned to your values.
Buy low-cost, diversified funds to maximize you returns.
Create tax-efficient cash-flow during retirement.
Use your investments to support causes close to your heart.
Withdraw your funds efficiently to preserve your assets and leave a legacy for your loved ones.
Our investment management includes annual review, periodic rebalancing, and education surrounding risk and return principles.
Someone to keep you accountable to your financial commitments and keep your emotions in check during the inevitable swings of market cycles.
My Annual Advisory Fee Is:
1.50% in AUM for the first $300,000 for individuals and $420,000 for couples.
Then 1% in Assets Under Management (AUM) until you reach $1,000,000.
.95% in AUM $1,000,001 - $1,500,000.
.90% in AUM $1,500,001 - $2,000,000.
.85% in AUM $2,000,001 - $4,000,000.
.75% in AUM $4,000,001 - $6,000,000.
.60% in AUM $6,000,001 and up.
It is Wealth-Source’s goal to give access to financial planning to individuals and couples who are starting to save for the long-term. Therefore, Wealth-Source’s minimum account for Asset Management is $50,000 for individuals and $75,000 for couples.
