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Learning & Insights
Our latest insights on inflation, interest rates, volatility, and your investments.
Retirement Challenges
63% of pre-retirees have no planned strategy for how to generate income for a 30+ year retirement.
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We Welcome Your Questions.
Yes! We put the needs of our clients before our own. We don’t sell products or push services our clients don’t want or need. Click here to view our Fiduciary Oath.
We charge 1.25% of the value of your portfolio for our portfolio advisory services, and we charge an hourly rate of $500/hour for financial planning for non-advisory clients. All service fees are billed monthly.
Our principal, Scott Gardner, obtained his Series 65 Uniform Investment Adviser license (FINRA CRD #6720246) in 2018. Mr. Gardner is also a licensed real estate broker (Nevada License #B.1002148.LLC) with a substantial accounting, risk management, and business management background.
We believe that (1) everyone should have a comprehensive financial plan and (2) all your investing activities should power and support your financial goals.
Our clients consist primarily of high-net-worth individuals. The minimum amount required to open and maintain an account with us is $1,000,000, which we may waive at our discretion.