Service
Concierge service for a virtual world.
Investments come first, planning surrounds them, and service carries both. This page is how the relationship actually works.
Relationships begin at a table.
The best client relationships tend to begin in person: an unhurried dinner, a real conversation, no agenda beyond getting acquainted. Human connection is the foundation of a concierge practice, and it does not happen through a scheduling link.
Business then runs wherever serves you best. Most reviews and working sessions happen over video, because that is what busy lives prefer. Some clients want every meeting across a desk, and that door is always open. The pattern is simple: connection gets a table, execution gets a screen, and the choice of medium is always yours.
Service & Planning
You set the pace.
Every relationship opens with a standards assessment against the three standards: Security, Freedom, and Independence. From there, you choose how much to tackle proactively this year and what waits. Between scheduled work, the line stays open for whatever life raises.
No prescribed meeting counts. No plan-as-homework. The framework adapts to seasons of life, not to upsell.
| Level | Chosen Depth | Includes |
|---|---|---|
| Foundational | Core investment management, planning on request | Portfolio strategy, ongoing monitoring, annual standards review |
| Strategic | Proactive planning integrated with the portfolio | All Foundational plus an active planning agenda, tax coordination, life-transition work |
| Premier | Full-scope, family-level engagement | All Strategic plus estate coordination, insurance review, advanced tax strategy, family meetings |
Clients dictate the scope of the relationship and should expect it to change. The complete fee schedule and worked examples are below.
Service & Investment Tiers
Pay for what you value.
You choose the disciplines at work and the depth of the engagement. The fee follows those choices, and rates decline as household assets grow. The numbers are published because there is nothing here to hide.
Alpha Trend follows strength across global markets and steps aside when nothing qualifies. Beta Market keeps you fully invested through every environment. Complete descriptions live on the Strategies page.
Managed Wealth Program
A single advisory fee with planning included. The program requires a minimum of $500,000 in household assets under management, waivable at the Firm's discretion, offered as a qualification of fit rather than a price of admission. Billed monthly in arrears. One-time Engagement Fee at signing.
| Service Level | Alpha Trend | Beta Market | Engagement Fee |
|---|---|---|---|
| Foundational | 1.05% | 0.75% | $1,950 |
| Strategic | 1.20% | 0.90% | $3,900 |
| Premier | 1.50% | 1.20% | $5,850 |
The stated rate applies to the first $1,000,000 of household assets. Household assets above $1,000,000 are billed at the stated rate minus 0.30%.
Worked example: a Strategic-level household with $750,000 allocated 60% Alpha Trend / 40% Beta Market pays a blended annual advisory fee of $8,100 (1.08% blended), or $675 per month, plus a one-time $3,900 Engagement Fee.
Planning & Strategy Program
A flat annual planning fee plus a separate strategy fee. Strategic and Premier levels only. No Engagement Fee, no asset minimum.
| Service Level | Annual Planning Fee | Alpha Trend | Beta Market |
|---|---|---|---|
| Strategic | $7,800 | 0.60% | 0.30% |
| Premier | $11,700 | 0.60% | 0.30% |
Worked example: a Strategic-level household with $400,000 in Beta Market and quarterly billing pays $7,800 per year in planning fees ($1,950 per quarter, invoiced directly) plus $1,200 per year in strategy fees ($100 per month, deducted from managed accounts).
How Do We Start
Three meetings. No pressure at any of them.
Introductory Conversation
We learn about your situation, goals, and what you are looking for in an advisor. You learn how we think and whether we are a fit.
15 to 30 minutes · Phone or video · Free
Fact-Finding & Analysis
We gather financial details, assess your risk orientation across return, volatility, and tax dimensions, and complete your standards assessment.
60 to 90 minutes · Video or in person
Recommendations & Onboarding
We present your investment policy, strategy selection, and planning roadmap. If everything aligns, we formalize the relationship.
60 minutes · Video or in person
Conversations are reserved. We accept new households by introduction, deliberately and without hurry.
Reserve an Introduction