Investment Management

CRUISE Portfolios

ETF portfolios automatically managed according to client Risk Number

$5,000 per account minimum

Fee: 0.75% / year

Custom Portfolio

Individually customized portfolios managed per clients unique wishes & demands

  • Individual Stocks, ETFs, funds; or combination
  • Tax overlay
  • Tactical overlay (to move to cash or equivalent during market declines)
  • Values overlay (Socially responsible, Faith-based, etc)

$50,000 per account minimum

Fee: 0.75% - 2.5% / year

Consulting & Technology

Basic

Includes all technology - Personal Financial Dashboard, 401k App, Riskalyze Retirement Map - Virtual Support & annual reviews online or in-office

  • $99/mo
  • $267/quarter (save 10%)
  • $960/year (save 20%)

Custom

Includes all Basic plus one-on-one support in-office or virtually as well as up to monthly reviews

$1,500-$10,000+ / year

payable by check annually or divided semi-annually or quarterly

Both basic & Custom packages includes Annual tax preparation by a CPA