You like what you see so you decide to reach out.
hello@sacredfigcapital.com
We meet virtually.
We talk life and work and kids. And when both of us feel like there is a fit, we talk money.
We continue meeting a few more times and then comes an important next step.
And it is taking inventory.
We want to know about your stocks, about your CDs, about your mortgages, about your 401(k)s, your RSUs, your options, your insurance policies. We want to know it all.
We talk goals, we talk inheritances, we talk everything.
We take all that in and build a plan around it – a rock-solid plan that shouldn’t fail.
This ever-evolving plan then becomes your go to place for the many important decisions you’ll make in life.
Pricing &
Minimums
We keep a million-dollar asset minimum. We make exceptions for youngish clients and for those who come through referrals. We make it all transparent & you get plenty of time to decide.
Your cost (blended) each year:
< $1 million : 0.9%
$1 million to $3 million : 0.7%
$3 million to $10 million : 0.5%
> $10 million : 0.30%
The cost includes the whole gamut – retirement & lifecycle planning, your benefits package at work, your RSUs, your equity in a start-up, insurance planning, college planning, 401(k)s, HSAs, wills and trusts and every other thing life throws at you.
Your effective cost is almost always lower.
we are fiduciary advisors.
we don’t PUSH any Products.
We’ve designed it to be as conflict of interest free as possible.
We are your Family’s support structure In times of
need.
We don’t hold your investments.
A 3rd-party custodian Holds Your Investments. This is to Madoff-proof your money.
The custodian we use has all the asset-protection features You’ll Ever
need.
You can fire us anytime you want.
There are no locks or tax implications.
You ACATS transfer your accounts out and you are
DONE.