Frequently asked questions

We manage investment portfolios and build retirement, tax, and wealth plans for individuals, families, and institutions — then stay involved to rebalance and adjust the plan as markets and your life change.

Most portfolio management relationships start at $100,000 in investable assets. Financial planning on its own, without ongoing portfolio management, has no minimum.

Our head office is in New York, with a second office in Melbourne. Most relationships are run remotely, with video reviews each quarter.

It starts with a free portfolio review to understand your goals and current holdings, followed by a written plan covering target allocation, fees, and risk, and then ongoing management with a review every quarter.

Yes. Every recommendation we make is held to your best interest, not ours — that's a standing commitment, not a marketing line.

Yes — clients get access to a dashboard showing holdings, performance, and fees, updated daily, in addition to the quarterly written review from your advisor.

Portfolio management is billed as a simple annual percentage of assets under advisement, charged quarterly. Standalone financial planning is a flat project fee. We never earn commissions on products we recommend.

Yes, with no obligation to continue afterward. It's a 30-minute call to review your current holdings and give you an honest read on whether we can help.

Portfolios are diversified across asset classes and rebalanced on a set schedule, with allocation matched to your timeline and stated risk tolerance — not to what the market did last quarter.

Every client gets a direct phone number and email for their advisor — not a shared support inbox — for the full length of the relationship.