Investment Management Services
You have many options when it comes to investing. But it’s tough to cut through the noise to find someone you know has your best interest at heart. As an independent, fee-only, fiduciary financial advisor, I am never paid a commission of any kind. Along with my own personal values, I have an ethical obligation to provide unbiased, trustworthy, and accurate financial advice.
I believe that the key to superior lifetime investment returns lies in minimizing costs, diversifying your portfolio, minimizing taxes, and having sound investment discipline. When you invest with Thayer Financial, you receive investment portfolios that are built around highly diversified, low-cost investments, designed to achieve your goals and produce superior performance over the lifetime of your portfolio.
It is not a requirement for financial planning clients to use my investment management services or vice versa. Having both placed with one adviser, however, achieves efficiencies and coordination in your finances and provides 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.