Unburden yourself.
For most people, there comes a point where the cost of trying to do everything yourself becomes greater than the cost of paying someone to do it for you, especially as your financial position develops throughout your career and life. Consider the factors of cost that you can deal with along your journey across the financial landscape.
There are the costs of consuming financial services, the cost of your time to manage it all, the cost of potential mistakes, and finally, the emotional cost of stress and worry of what you might be missing: the unknown unknowns.
At some point, the tasks at hand require a sound approach with consistent due diligence and expertise.
OUR SOLUTION: infinitive navigator
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Infinitive Navigator represents our flagship offering. It is designed around the concept of providing and all-access, comprehensive experience for our clients. Should they have a financial matter to deal with, no matter how big or small, they can call on us to help.
We do our best to take a proactive approach to see things around the corner before our clients arrive in order to minimize mistakes and maximize opportunities. In short, we aim to do as much for our clients as they will allow us to, in order to optimize their finances and bring them into alignment with their destinations and infinitives.
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Becoming a client of our Infinitive Navigator service is a two-way street. Once we have established a relationship with a prospective client and determined that we are a good fit for one another, we will happily extend an invitation to access this service.
Upon accepting the invitation, we would begin transferring your assets to our broker-dealer, LPL Financial, where we would begin management of your assets under one or more of the platforms available to us.
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Everything.
If we can provide it, you can access it. This includes investment management, financial planning, risk management, tax strategies, estate strategies, and more.
You can request to meet with us as frequently as you would like or we can simply meet once a year. It is completely up to you.
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Infinitive Navigator is a fee-based program, meaning that we charge a flat, percentage-based fee on the assets that we manage for you which are custodied at LPL Financial.
Fees vary based on the platform used and the account size, but in general, the total cost that you should expect to pay, including our fee, platform fees, and fund expenses will be approximately in the 1-2% range per year.
Please note, that some insurance-based and brokerage solutions, such as alternative investments and annuities, may result in additional fees/compensation beyond our asset management fee.
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Infinitive Navigator is a unique offering. We have been working primarily in this capacity with our clients for over a decade. As such, we have built a strong rapport with them that we can say proudly, extends beyond a simple handshake business arrangement.
We typically meet these clients at their homes, offices, or most commonly, out for food and entertainment.
While we don’t necessarily employ an asset minimum to be invited to access this service, the majority of our clients have been ready to entrust us with over $500,000 or make significant annual contributions to their portfolios.