Just what you’ve been looking for.
Undoubtedly, you have very unique needs, but more than 30 years of experience has taught us that you will want three things that every client deserves.
We translate industry jargon and highly complex concepts into everyday English.
We create your plan, coordinate your paperwork, and make everything actionable so you don’t have to.
We are committed to pure transparency and full disclosure of all conflicts of interest.
Simple advice in simple English.
It’s hard enough to make decisions about your overall financial picture, your investments, or your estate without the added frustration of industry jargon and highly complex terminology. That’s why we insist on absolute clarity at AdvicePeriod — we want to know everything about you and make certain you understand what we know. After all, you can’t be sure about your decision if no one is speaking your language.
The direction and guidance you need for your estate.
Planning is a huge part of what we do at AdvicePeriod, but so is execution. After we review your current estate plan, legal documents, and balance sheet, our team will outline the strategies you should employ, in the order in which you should employ them, and explain their relative impact. We’ll even walk you through final documents, negotiate legal fees for you, and see you through execution. For us, it’s all about impact.
And fees that make sense.
Most investors have no idea what they pay in fees. Once you realize how most advisors charge premium prices for commodity services, you’ll want to take a much closer look at the fees you pay. We’ve looked at them — and we want to make sure you never overpay for services that add little or no value. More often than not, we suggest a fixed annual advisory fee expressed as dollars, not a percentage of your assets. However, your fees will be based on the scope of our work, the complexity of your situation and our ability to add value1.
 AdvicePeriod offers its services on a fee-only basis, which includes fixed fees or fees based upon assets under management depending on the client relationship, circumstance, and complexity. Clients will generally pay either ninety-five (95) basis points based on the market value of the assets under management (“AUM”) being managed by the Firm, although that amount may be higher or lower depending on various circumstances; or a fixed fee, depending on various factors such as investable assets, administration, reporting, oversight, financial planning, estate planning, and client complexity. In some instances, clients will pay a combination of both types of fees (AUM and fixed).