Tim Mack, CPA/PFS
President, Investment Advisor, Chief Compliance Officer
Brad Pruitt, CPA/PFS
Vice-President, Investment Advisor
We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.
Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.
Fiduciary Obligation
Registered Investment Advisor’s (RIA’s) have a fiduciary obligation when building and maintaining your portfolio.
A fiduciary is defined as “one that stands in a special relation of trust, confidence, or responsibility in certain obligations to others.” The fiduciary duty is generally considered the highest legal duty that one party can have to another, and we take that duty very seriously. The Investment Advisers Act of 1940 has been interpreted to provide that Registered Investment Advisors have the following duties: a duty of loyalty and to always act in the utmost good faith; a duty to place clients’ interests first and foremost; and a duty to make full and fair disclosure of all material facts and, in particular, information as to any potential and/or actual conflicts of interest.
Investment Advisory Fees
Our investment advisory fees are as follows:
| Portfolio Value Tier | Per Quarter | Annual |
|---|---|---|
| First $1,000,000 | 0.25% | 1.00% |
| Amounts over $1,000,000 | 0.1625% | 0.65% |
Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.
