Why This Tier Works for You
You want your investments, retirement income strategy, and tax planning fully managed in one place—with costs tied to the assets we oversee. Our AUM option delivers hands-on portfolio management alongside year-round planning support, so your strategy evolves as your life and markets change. You’ll have:
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Professional portfolio management with disciplined rebalancing and risk oversight.
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Direct, ongoing access to your advisor for questions and opportunities as they arise.
Investment planning and management only
Our AUM service is best suited for clients who want dedicated investment management with flexibility across a larger or more complex portfolio. Fees are tiered based on assets under management, with a cap for fairness and transparency.
How It Works
The AUM service option is focused on investment planning and portfolio management. We’ll design and manage a strategy aligned with your goals, risk tolerance, and income needs. This option is ideal if you’re looking for professional oversight of your investments but prefer to handle the rest of your financial life independently. Fees are based on the assets we manage on your behalf.
Who It’s For
This service option is best for clients who:
- Prefer hands-off investment management
- Already have a solid financial plan in place
- Want a lower-cost option focused on investments only
What's included in our aum service
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Our Assets Under Management (AUM) service provides professional, ongoing investment management for your portfolio, paired with direct advisor access and regular reviews to keep your strategy on track. Investment Management
Ongoing Support
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