Movement Capital is an independent investment firm owned and operated by me, Adam Collins. I’ve always been committed to optimizing my financial life. As that passion grew, I became the person my friends and family came to for investment advice.
I graduated with a bachelor’s in financial management, worked for a hedge fund, and started Movement in 2015.
You’ve got three main options for professional advice:
- Your local broker works for a bank and is paid a commission, two potential conflicts of interest.
- Independent advisors are held to the fiduciary standard unlike brokers, but asset-based fees don’t align what you pay with the advice you get.
- Roboadvisors provide access to low cost portfolios, but can’t help with in-depth questions about retirement planning or portfolio optimization.
The biggest difference between Movement and the above is our flat fee. This calculator shows how much it could save you:
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CALCULATOR DISCLOSURE: Data is based on Movement’s management service without financial planning. The calculator shows the difference in ending wealth between a portfolio billed the specified percentage fee relative to being billed $5,000 per year. The home page video shows the difference in cumulative fees paid. Returns are hypothetical and not an indicator of future results.