How Can We Help?
As a doctor, you have many critical financial decisions to make. You start out with seemingly insurmountable debt, your first real job in years, complex benefit decisions, and no significant assets. Our On-going Financial Planning is designed to guide you through these issues.
For doctors who want in-house investment management, our portfolios are built using years of academic research to identify persistent market premiums. We use low-cost, no-load mutual funds and ETFs to build your custom portfolio designed to meet your personal financial goals.
- Tax Efficient, low-cost, no-load Mutual Funds and ETFs
- Based on Decades of Academic Research
Our Fee Structure
|On-Going Financial Planning||$3,000/year payable monthly or quarterly|
|Investment Management Services (Optional)||Starting at 0.75% on the first $1.0M|
|Project Based Financial Planning||Starting at $500|