Live The Life
You Imagine
$4.2 BILLION
ASSETS UNDER MANAGEMENT
11,000+
INVESTMENT CLIENTS
$1.3 BILLION
PRIVATE CLIENT AUM
Our Private Client Service is for high net worth individuals and families who want a robust financial plan and portfolio management to meet their lifestyle goals.
Convenient Private
Banking Services
Get a broad, life-simplifying suite of products and services exclusively for Private Clients through our partnership with
BNY Mellon.
Greater
Customization & Flexibility
We can customize around larger concentrated positions and illiquid holdings to ensure your overall financial picture is optimized.
Your Objective
Financial Quarterback
We take on a central coordination role on your behalf, saving you time. And as a fiduciary, we’ll act objectively at all times and avoid any conflicts of interest.
Personalized Portfolio Management
We provide a customized implementation plan that takes into account your legacy holdings and cost basis with an emphasis on institutional-style diversification and risk management.
TAX EFFICIENCY AT THE CORE
CONSIDERATION OF SPECIAL-PURPOSE ASSETS
GLOBAL DIVERSIFICATION & MULTI-ASSET CLASSES
We help you minimize your tax liability by using tax-efficient investment principles and tax-loss harvesting. We consider your tax-deferred and taxable accounts, placing each security in the most advantageous accounts for tax benefits. When you become a client, we’ll transfer your existing portfolio and determine the best strategy most appropriate to move into the optimized portfolio.
Private Client Benefits
- Priority Access to Advisors & Support Team
- Access to a Certified Financial Planner®
- In-Person Client Events
- CPA Collaboration
- Coordination with Estate Attorney
- Personalized Portfolios Built Around Illiquid Holdings
- Investment Portfolio Mix of ETFs,
Individual Stocks & Individual Bonds - Tax Optimization
- Deferred Compensation Strategy
- Charitable Giving and Donor Advised Funds
- Estate Tax & Legacy Guidance
- Private Equity, Venture Capital & Hedge Fund Reviews
- Family Tiered Billing & Reduced Fee Structure
Our Fee Structure
We charge one, all-inclusive annual management fee at a fraction of the cost of traditional banks. There are no hidden fees, no trailing fees and no trade commissions.
0.79%
FIRST $3M
0.69%
NEXT $2M
0.59%
NEXT $5M
0.49%
OVER $10M
Questions?
Start the conversation about becoming a member of our Private Client Service. You can reach us directly by phone, email or schedule a call with one of our advisors.
Michelle
Brownstein
DIRECTOR OF PRIVATE CLIENT SERVICES
Email: [email protected]
Toll-free: 855.855.8005