Where I Land On It
The financial planning industry is slowly changing.
In 2024, I went independent to disrupt the status quo. My company is designed to help more people make more of their money.
For the next $5,000,000 in assets I take on, I’m guaranteeing a 0.20% fee for investment management in the client agreement.
Against the 1% standard, that is 80 percent less.
On $1,000,000 it is the difference between $10,000 a year and $2,000.
On $2,000,000, difference is between $20,000 and $4,000.
Fiduciary investment advice for 80% less. I built the practice around it.
Cost is the one input within your control, available today, requiring no forecasting assumptions. Everything else is a probability, This one is a guarantee.
If you are paying 1% and you have never priced the alternative, you need this. You are paying for it every quarter, and the bill compounds.
Twenty years from now the difference will be clear, and it will be too late to go back and collect it.
