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Wealth Accumulation Target (WAT)

Key Features
AUM Fee: 0.65% (annually)
Target Portfolio: $1,000
Financial Plan: Included

The Wealth Accumulation Target solution is designed for busy professionals that are more than 10 years away from retirement. In addition to WAT being a lower cost solution compared to the 1.00% average of most money managers, clients also customize the method and frequency that they engage with us. 

Do you prefer zoom appointments? Rather than hearing from us quarterly you'd prefer semi-annual? Want your financial plan presentation to be a video we send you that you can review in your own time?

Time is your most valuable commodity right now and there's only so much of it in a day. Our goal is to make financial planning convenient and cost effective during this stage of your life.  

Why 0.65%?

What's the catch?

No catch! We have a 1.00% aum solution. It involves dynamic risk management, strategic income sourcing, and a strategic financial framework for clients nearing or in retirement. The reason we charge 0.65% for our Wealth Accumulation Target solution is very simple...it doesn't use these services. 

WAT isn't an income solution. We're trying to use volatility in markets rather than avoid it. We don't believe you should be charged for services you're not actually using. We'd argue our competitors don't share this belief. The money you save on fees can compound for your family over the years and when you need a higher level of services we can talk about it at that time. Today, WAT is about growing wealth in a convenient, comfortable, and cost-effective way for your family.

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"The best time to plant a tree was twenty years ago. The second best time is now."

                              ~Chinese Proverb

This proverb rings true for most people when it comes to their personal finances. Unfortunately financial literacy isn't something that is taught in schools which leads to many people feeling unprepared and late to the game. You can't do anything about 20 years ago, but we can help you start today!

 

Wealth Accumulation Target (WAT) is designed for three main groups of individuals that are more than 10 years out from retirement:

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  1. People too busy to take day-to-day control of their investments.

  2.  People that don't feel they have the knowledge, or expertise, to manage money and are looking for a partner.

  3. People that just aren't interested in this responsibility and would rather hire someone for it. 

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There's no shame if you find yourself a part of one of these groups. Your friends & family would be concerned if you chose to represent yourself in court or tried to perform surgery on yourself. Why is managing the complexities of wealth any different? The reality is most people aren't well suited to this job. That's where we come in. 

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Your Next Step!

Wealth Accumulation Target
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