Confidentiality...
Your privacy is essential to us, and we know it is the foundation of any trusting relationship.
We value the openness our clients bring to the table, and we treat every conversation with the utmost respect and discretion. When you feel comfortable sharing what truly matters, we are better equipped to help you make decisions that reflect your real goals and concerns.
Personalized Solutions...
No two people are alike, and we believe your financial plan should not be either. That is why we take the time to understand what’s most important to you, your values, preferences, and vision for the future. We tailor our approach to match how you like to communicate, whether that is a call, an in-person meeting, or a virtual check-in.
Our initial meetings are always pressure-free and designed with you in mind. They are an opportunity for us to learn more about you, your life, your family, and your goals. From there, we will talk through the steps that could help you move confidently toward the future you want.
Individualized Portfolios...
Your investment portfolio should reflect your financial goals, comfort with risk, and the personal preferences that make your journey unique. At IAS, each portfolio we build is thoughtfully designed by our team using carefully researched investments and a deep understanding of what matters most to you.
Our focus is on strategies that add real value not just to your account, but to your overall financial life. We will walk you through what you own, why it is in your portfolio, and how it supports your bigger picture. Whether your priority is preserving principal with minimal risk or pursuing long-term growth with a higher tolerance for market changes, we will align our approach with what’s right for you.
This is where financial insight meets what matters most, guidance with purpose and planning for life.
Security...
We take your financial security seriously. IAS does not hold custody of any client assets. Instead, most of our clients choose to have their accounts safely held at our custodian, Fidelity Investments, through its Institutional Brokerage Group.
Fee Based...
Our work is built around you, not commissions. As a fee-based firm, our compensation is tied to the success of your portfolio, not product sales. We maintain our independence and objectivity so our focus stays where it should: on helping your investments grow.
Our fees cover all the services we provide and are based on a percentage of assets under management. This structure keeps our interests aligned with yours.
| Assets under Management | Annual Fee |
|---|
| First 2 Million | 1.00% |
| Next 8 Million | 0.60% |
| Above 10 Million | 0.40% |
We believe in transparency and delivering real value through every stage of your financial journey. Our fee includes a wide range of services, designed to simplify your life, align with your goals, and provide peace of mind.
Investment Strategy - We tailor your investment approach to match your personal goals and comfort with risk. From selecting cost-effective investments to managing trades and rebalancing when needed, our team keeps your portfolio aligned with your long-term strategy. We also provide guidance during market ups and downs, helping you stay focused on what matters. And when the time comes, we will help you make tax-smart decisions when withdrawing from your accounts.
Financial Planning - We are here to support more than just your investments. Our planning services cover everything from growing your wealth to creating a retirement income plan you can rely on. We also offer strategies for funding education, managing healthcare costs, and planning for Social Security. When it comes to legacy planning, we will work closely with your attorney to ensure your wishes are carried out thoughtfully and clearly.
Tax Planning - Taxes impact nearly every financial decision, which is why we include proactive tax planning in our services. From forecasting your tax situation to designing tax-efficient savings and withdrawal strategies, we help you minimize surprises and maximize opportunities. We will also coordinate with your CPA when needed, ensuring your financial and tax strategies are working together.
Relationship Management - We believe strong relationships are the foundation of great advice. That means personalized service, open communication, and a team-based approach to finding the right solutions for you. We use industry-leading technology and reporting to keep you informed and handle communication with your custodian so you can focus on what matters most.
