Our Approach
A big-picture look at your financial life.
Our integrated, disciplined strategies take a holistic view of your wealth. We begin with your immediate and long-term goals, discussing your lifestyle and priorities.
We aim to educate and empower our clients, which is why we value education over pushing products. Our investment strategies are based on academic research, not Wall Street fads.
No hidden fees. No fine print. Just straight talk and a streamlined, uncomplicated life plan.
Independent-minded and completely objective financial advice
We serve you solely in a fiduciary capacity, which means that we always put your interests first.
A fee-only compensation structure that eliminates most conflicts of interest
We only accept money from you. Never third parties.
An educational approach to the financial process, not a sales approach
We don’t sell products. Our job is to help you build a custom strategy that helps you make your plans a reality.
An academic-based, time-tested investment strategy
We believe developing and adhering to a long-term, disciplined plan is the most reliable way to achieve your goals.
Access to the experience of our entire senior professional team
You’ll be matched with an advisor whose skills are closely aligned with your priorities.
Full disclosure of the total costs relating to your financial engagement
With a transparent fee structure, our clients always know what to expect.
Regularly scheduled review meetings and performance reporting
We want you to feel empowered and informed about your financial health.
A focus on placing you at the center of everything we do
We build close relationships and maintain constant dialogues to help ensure everything we do drives you closer to your goals.
Transparent Fee Structure
We're only compensated by fees paid by our clients. We receive no other payment from any other source. We charge separate fees for financial planning and investment advisory services.
Investment Advisory
The investment advisory fee is based on a fee schedule and is subject to a minimum annual investment advisory fee of $9,000. The minimum is waived, however, for the first six months of a financial planning engagement.Financial Planning
The initial financial planning fee is based on the complexity of your situation and determined in advance of the engagement. Annual financial plan update fees are typically 40% of the initial financial planning fee.
Our annual investment advisory fee schedule for assets under management:
Portion of assets up to $1,000,000: .90%
Portion of assets between $1,000,000 and $10,000,000: .50%
Portion of assets in excess of $10,000,000: .25%
EXAMPLE
For $3,000,000 under management, the calculation would be:
First $1,000,000 x .009 = $9,000
Next $2,000,000 x .005 = $10,000
Annual Investment Advisory Fee = $19,000
How We’ll Work Together
1Understanding YouThe first step is to get to know you, your feelings towards investing and financial situation.
2Creating Your StrategyExperience allows your advisor to build a customized strategy based on your needs.
3Helping to Keep You On TrackYour advisor will help guide you, making adjustments as your needs change.
Wealth management for wherever life takes you.
Want to retire in the tropics? Establish a trust to keep your family protected? Work with someone who’s been there. We’ll match you with a financial planner that understands your life goals.
Call Christine today at (407) 992-7180 to get started.
Your Ideal Life
Information
Contact
Phone: 407-422-0252
Fax: 407-649-8795
301 East Pine Street
Suite 600
PO Box 4930
Orlando, FL 32802‑4930