The benefit of a hands-on advisor and the savings that come with a flat fee:
- Custom investment plan: What do you want your life to be like? Will you have the resources you need? We’ll develop a plan so you have the clarity and confidence to reach your financial goals.
- Ongoing portfolio management: You will only need to think about your portfolio when you want to. Movement will manage your money according to your plan, taking action when needed.
- Resources and advice: Movement will keep you updated with our client portal. You can email or call whenever you need financial advice. Advanced financial planning is an optional service, also for a flat fee.
$3,500 per year
Want to manage your accounts but need advice to make sure everything is perfect?
- Initial diagnosis and prescription: We’ll discuss your current portfolio and suggest how to lower fees, reduce risk, and align allocations with your goals.
- Portfolio and strategy updates: You will get updates the same day Movement makes portfolio changes for management clients. Movement also offers an instructional video series that walks through the programs that drive our investment models.
- Quarterly or monthly calls: We’ll do a Skype screenshare once a quarter or month (your preference) to discuss your portfolio and any financial steps that need to be taken.
$2,000 per year
Interested in working together?