|Dollar||Range||AUM %|| CFP® & CFA Time Included
(Additional a la Carte Time Available For Purchase)
An Equation Doesn’t Care About Your Financial Future, But We Do
Get The Returns You Deserve!
You not only get the low-cost and efficiency of our powerful robo “advice” investment and rebalancing platform, but also the as-needed wisdom and guidance of a human Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER professionaltm. Your financial future is too important to leave to an equation.
Our technology can lead to higher returns by:
- Helping you lower taxes
- Lowering fees
- Proactively diversifying your portfolio
- Providing easy access to academically sound evidence-based portoflios
Because investment management is one piece of a whole financial pie, we often include it in our affordably priced retainer-based model. But we also realize many clients only want to take advantage of our tailored evidence-based portfolios with no other financial planning; as a result, we offer them to you at prices that in many cases are lower than robo-advisors but you also get:
- A trusted low-cost name in brokerage, TD Ameritrade, as custodian
- 1.5-hour initial meeting with a Chartered Financial Analyst (CFA) where we:
- Educate on the role of diversification and risk
- Educate on asset allocation
- Help setting goals
- Help choose which tax feature is right for you
- Review your risk tolerance
- Review our evidence-based portfolios
- For some asset levels:
- Mark can even tailor your portfolio
- Mark can even create your own target-date fund!
- Help picking the portfolio that is best for you!
Min of $50,000; Max of $1,500,000
You Have Access To:
- Sona’s evidence-based portfolios (Mark is an approved Dimensional Fund Advisor)
- Blackrock portfolios
- SRI & ESG Portfolios (Socially Responsible)
- Additional CFP® time (can be purchased a la carte on an hourly basis, as needed)