Wealth Management

The main goal of our investment selection is getting the highest rates of return for a unit of risk.  I constantly review the underlying metrics of your portfolio to try to optimize risk and return.  In addition to investment management, financial planning services are included at no additional cost.

Institutional share classes and low cost ETFs are what we use for our investments.  These typically save you in underlying management fees. Careful consideration is given towards risk, goals, and tax consequences.  My fees are competitive to the industry average and compare favorably with robo-advisers.  I charge 1% up to $250,000 and 0.50% on anything above $250,000.  Portfolios of over $2 million in assets are charged 0.50%.  For fee based advisory services, the account minimum is $200,000.

For those who don't quite have that much, please consider Voya Digital Adviser (VDA).  This is an online digital investment advice tool that is offered by Voya Financial Advisors, Inc. (VFA).  VDA offers you access to a number of model portfolios through the recommendation of an independent investment strategist based on your investment objectives, goals, and risk tolerance.  Click below for more information.

 

 
 

Voya Digital Adviser

 

Open an account with just
$5,000

 

 

 

 

All assets are held at the clearing firm Pershing LLC.

The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.