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Our Worth as Wealth Advisors

Our worth is built on the value of the services we provide and the many dimensions of progress we help clients achieve in accomplishing their goals.

There’s a lot that goes into providing competent wealth counsel and educating, training, supporting and maintaining an advanced-level multi-disciplinary wealth management team. It is a long-term endeavor that requires substantial ongoing investment on behalf of our clients.

Our Worth as Wealth Advisors

We are the primary spur gear to plan progress.

We transfer power from
your wealth plan to the
operational front lines
and drive progress.

The Worth of Client Progress | We work to create progress for you.

The Worth of Client Progress

Worth helps capture the many dimensions of each client’s progress toward achieving the accomplishment of their goals.

As we think about how to best earn a profitable return on our investment in our people, their intellectual capital and expertise, our years of experience, our technology platforms, infrastructure and firm capital, we favor a compensation methodology that captures the worth of client progress.

Worth also captures the value of the professional services we provide and the all-in costs we bear to provide them.

We tie our compensation for the professional services we provide to an expression of worth. Our expression of worth captures a blend of three components ‒ client progress and the value and costs of the professional services provided.

We believe that compensation tied to worth keeps everyone’s focus and alignment where it should be ‒ on the mutual success of the relationship.

The only compensation we receive is our professional fee we receive from our clients, expressed, linked and measured by the amount of client assets under our management.

We do not receive sales commissions or other third-party forms of compensation. This is explicitly what it means to be a professional fee-only advisor.

Our Value Includes

  • Mission development and management
  • Client work product created, maintained and delivered
  • Problems addressed and resolved
  • Ongoing issue management
  • Mistakes and problems mitigated and avoided
  • Client skills development
  • Professional skills and services rendered
  • Relationship management and ongoing client care
  • Professional and resource availability/responsiveness
  • Market value for comparable services
  • Financial life management
  • Financial security management
  • More time, liberty and freedom to live an aspirational life
  • Less worry and anxiety

Our Costs Include

  • Engagement breadth, depth and complexity
  • Advanced degrees and years of education
  • Advanced specialized training, experience and expertise
  • Requirements for staff members with advanced training
  • Managerial responsibility and workflow management
  • Operational, trade execution and market exposure risk
  • Time, resource and technology requirements
  • Presence or absence of other professional advisors
  • Number and experience of other family members
  • Client organizational and recordkeeping skills
  • Client responsiveness
  • Infrastructure, cybersecurity and overhead costs
  • Fiduciary costs
  • Federal, state and agency regulatory costs
  • Business continuity and disaster recovery costs