401k Management
We manage individually tailored investment portfolios , even with your current job's 401k plan.
We provide an additional service using a third-party platform, Pontera, to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion. These are primarily 401k, 401a, 403b, 457, 529, and TSP accounts. The platform allows us to avoid being considered to have custody of Client funds since we do not have direct access to Client log-in credentials to affect trades. A link will be provided to the Client allowing them to connect an account(s) to the platform.
Pricing: Our fee for 401k Management is based on the market value of assets under management. Cost ranges from $1,000 flat annual fee to 1%, 0.85% and 0.50% depending on account value.
We provide an additional service using a third-party platform, Pontera, to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion. These are primarily 401k, 401a, 403b, 457, 529, and TSP accounts. The platform allows us to avoid being considered to have custody of Client funds since we do not have direct access to Client log-in credentials to affect trades. A link will be provided to the Client allowing them to connect an account(s) to the platform.
Pricing: Our fee for 401k Management is based on the market value of assets under management. Cost ranges from $1,000 flat annual fee to 1%, 0.85% and 0.50% depending on account value.
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