Investment Management | Financial Staples


A service for Comprehensive Financial Planning clients where we provide ongoing portfolio management and investment advice

What's Included:

Investment Analysis
A review of your investment goals and objectives, risk tolerance, time horizon and other relevant information
Assistance with opening accounts, transferring accounts from other financial institutions, and account contributions/distributions
Customized Strategy
Advice on the appropriate account types, investments, and asset allocation to meet your financial goals
Professional Management
Account rebalancing, tax optimization, and ongoing professional oversight

Our Investment Philosophy:

  • The best investment strategy comes after you understand your entire financial picture. Investing is part of a comprehensive financial plan.
  • Diversification helps to smooth out the ride and increase your willingness to stay invested.
  • Investment costs add up over time and impact the growth of your portfolio. Managing fund expenses and trading costs improves your long-term performance.
  • You have control over your ability to save, not what happens with the market. You can’t out earn bad spending and saving habits.
  • Stay focused on your goals and don’t act on emotions. Patience and discipline improve the likelihood of a positive investment outcome.

Your Investment:

Annual fee starting at of 0.5% of the assets we manage

The annual Investment Management fee is 0.5% for the first $1,000,000, 0.35% for the next $1,500,000, and 0.25% for amounts above $2,500,000. Third party money manager fees are charged separately. Fees are calculated and billed quarterly in advance. We have selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.

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Copyright © 2016-2024 Financial Staples, LLC. All Rights Reserved.

Copyright © 2016-2024 Financial Staples, LLC. All Rights Reserved.