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You've got questions. We've got answers.

FAQ

Here are answers to questions we often get asked. Have another question? Let us know.

What services do you provide?

Financial planning and investment management. We jointly come up with a financial strategy with our clients and then implement it for them. Along the way we develop a close relationship that makes our clients view us as their source for most of their important financial questions.

Are you Fee-Only?

Yes. We collect no commissions. Are only fee is paid by you as a percentage of the assets we mange. The fee comes out of your investment account and we'll show you a detailed invoice each time a fee is collected.

What is a fiduciary?

Being a fiduciary means we will always put our clients' best interest first. We will act with prudence and  avoid conflicts of interest. 

Are you a fiduciary?

Yes. Always have been and always will be.

Who will I work with?

Brian Berkenhoff. In fact, Brian is the only employee! So Brian will handle all aspects of your account - investments, planning, paperwork, answering your phone calls. When he's not doing this he's probably emptying the shredder. Or creating witty banter on the website.

How much do you charge?

On an annual basis our fees are 1% of the assets we manage on the first $500,000. Any assets above that level are billed at 0.50%.

What does that mean? I have $100,000 to invest.

Your fee would be $1,000 per year. (100,000 * 1%)

What does that mean? I have $500,000 to invest.

Your fee would be $5,000 per year. (500,000 * 1%).

What does that mean? I have $1,000,000 to invest.

Your fee would be $7,500 per year. ((500,000 * 1%) + (500,000 * 0.5%))

Double parenthesis is as complicated as your fee schedule will get.

Do you charge a minimum fee?

No. In return we ask that you take advantage of our technology like client portals. This allows us to service your account in the most cost-effective manner possible and keeps our postage costs down!