Fee-only fiduciary · Since 2004
Wealth, held quietly.
An independent advisory firm and family office for 140 families, founders and foundations.
- Under advisement
- $1.8B
- Ten-year retention
- 98%
“Good advice often talks you out of something.”
Eleanor Aldridge, founding partner
- I
Paid only by you.
No commissions, no product shelf, no revenue sharing.
- II
Patience is a strategy.
Diversified, low-cost portfolios, changed rarely and deliberately.
- III
Purpose before portfolio.
We start with what your wealth should do. The investments follow.
Services
One relationship, everything covered.
Investment management
Evidence-based portfolios built around your taxes, cash needs and temperament.
Retirement income
Withdrawals, Social Security timing and Roth conversions, modelled year by year.
Tax & estate
Loss harvesting, trusts and giving, coordinated with your CPA and attorney.
Family office
Consolidated reporting, bill pay and private investments, from $10M.
Fees
One fee, published.
Billed quarterly on assets we manage. No commissions, ever.
| Assets | Annual rate |
|---|---|
| First $2 million | 0.85% |
| Next $3 million | 0.65% |
| Next $5 million | 0.45% |
| Above $10 million | 0.30% |
Estimate your fee
- First $2M at 0.85%$17,000
- Next $3M at 0.65%$9,750
- Next $5M at 0.45%$0
- Above $10M at 0.30%$0
Planning
See patience compound.
Sketch your path here. In a review, we use your real accounts.
Illustrative only; before fees, taxes and inflation.
- You contributed
- $970,000
- Compounding added
- $1,243,674
Advisors
Who answers when you call.
Eleanor Aldridge
CFP®, Founding Partner
Twenty-two years guiding families through business sales and retirements.
Thomas Wren
CFA, Chief Investment Officer
Leads our investment committee; lectures on behavioral finance.
Priya Nandakumar
CPA/PFS, Family Office
Coordinates tax, estate and reporting for our largest families.
Complimentary review
A second opinion, in writing.
- 1
Conversation
An unhurried first meeting. No cost, no obligation.
- 2
Written review
What we would change in your accounts, and why.
- 3
Stewardship
A plan, quarterly reporting and a direct line to your advisor.