Investment Management Services
Investing isn’t complicated. But it’s tough to cut through all the noise and find someone that you know has your best interest at heart. I believe that the key to superior lifetime investment returns is from minimizing costs, diversifying the portfolio, minimizing taxes and having sound investment discipline.
When you invest with Thayer Financial, you are receiving investment portfolios that are built around highly diversified, low-cost mutual funds that are designed to achieve your goals and produce superior performance over the lifetime of your portfolio.
While it is not a requirement for financial planning clients to use my investment management services or vice versa, it is a great way to achieve efficiencies and coordination in your finances and provide professional oversight to your investments.
|$0 – $250,000||1.15%|
|$250,001 – $500,000||1.05%|
|$500,001 – $1,000,000||0.95%|
|$1,000,000 – $2,000,000||0.85%|
|$2,000,001 – $5,000,000||0.50%|
|$5,000,001 and Above||0.30%|
Ongoing investment management, including quarterly performance reviews and reports.
The quarterly fee for a $1M account is determined by the following calculation: (($250,000 x 1.15%) + ($250,000 x 1.05%) + ($500,000 x 0.95)) ÷ 4 = $2,562.50.
Note: The first $150,000 in investments are managed for free for on-going comprehensive financial planning clients.