FAQs

Minimum Opening Account Value

Please get in touch with the firm for specific details regarding the minimum investment and account opening requirements.

Create a Professional Relationship

Contact the firm for detailed account opening procedures and requirements.

Compensation Structure

Fixed Cost Investing℠ offers three competitive pricing structures designed to provide transparent and predictable costs for investment management and advisory services.

Investment Services

We offer direct indexing through separately managed accounts across various account types.

Investment Philosophy

Our approach centers on equal weighting of separately managed accounts through fractional shares with consensus overlap. Contact the firm for more detailed information about our investment methodology.

Investment Allocation Strategies

We offer low, medium, and high-volatility portfolio options tailored to different risk tolerances and investment objectives.

Financial Planning Services

As a fiduciary-based investment and wealth advisor and manager, we provide comprehensive wealth services that extend beyond basic financial planning report generation.

Account Management

We provide ongoing portfolio oversight and management through our separately managed account structure, with monitoring and rebalancing as needed.

Fees & Costs

Our Fixed Cost Investing℠ approach features two levels of investing and advice, with additional hourly-based consultation available when more time is needed beyond the allocated program time. We also provide a non-advisory or management education and encouragement platform. Contact the firm for detailed information.