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My Services:

Investment Management

Investment Management

The Thrift Savings plan is an important component of the Blended Retirement system. This fits my philosophy well of following a passive, low-cost investment strategy when designing your personalized investment plan. I’ll ensure your portfolio is diversified across both asset classes and investment approaches and maximize its integration with your military benefits. Your military spouse is not forgotten, as we will review their options and provide assistance with building out an overall military family specific investment plan. With this approach, I strive to identify the investments that not only complement your preferences, but also carry the potential for a high return. On an ongoing process, we’ll continuously check in on your progress to make sure you’re putting your money in the right places, at the right time.

What You Get

No Asset Minimums

Cutting-edge risk management techniques

Annual Reviews and Rebalancing

What It Costs

All fees are prorated and charged quarterly in arrears. All of my financial planning services are included with these fees once you hit $120,000 AUM. You will not be charged for investment advice on assets that I do not have discretion over, such as 401(k) plans and 529 plans. I charge one percent per year for the first $250,000 AUM and then .5 percent for $250,000 AUM and above.

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