Frequently Asked Questions
How much do you charge?
0.40% - 1.00% of assets under management. For example, an account with a $100,000 balance and a 0.50% annual fee will be charged approximately $500 per year.
Are you paid on commission?
No. There is no incentive for frequent or excessive trading.
What services do you offer?
Investment management - selecting stocks, bonds, and other securities to reach financial goals with responsible investments
Planning and Analysis - retirement and other financial modelling. Solutions are based on individual circumstances and preferences
Is there a minimum investment?
No. The third party custodian that holds securities and funds will charge an annual fee on accounts with balances less than $10,000.
How long have you been doing this?
Living Earth Investments began operations in 2008. I have worked in finance since 1997.
Why work with you?
- Careful and deliberate investment selection process
- Low fees with the goal of long term positive returns
- Responsive - calls, emails, and texts are returned the same day
- No up selling - there are no additional plans or policies offered
- Transparent - clients have access to accounts at all times
- Honest & Trustworthy - zero complaints