Investment Management
Low-cost, diversified portfolios held at an independent custodian, rebalanced with taxes in mind
0.80% a year on the first $1M, planning included.
Led by Lucan Platt
What’s included
A portfolio built from your plan, not a model sold to everyone
Index funds and ETFs, no proprietary products
Rebalancing within written ranges
Tax-loss harvesting in taxable accounts
Also handled
Old 401(k)s and IRAs consolidated
Cash reserve for the next two years of spending
Company stock and concentrated positions
Selected client plans
We see every trade on the custodian’s statement and every fee on one line. That was new to us.
Retired engineer and his wife, Wake Forest
