Fiduciary
We act in your best interest at all times
Experience
We take the long-view in an environment where short-term thinking dominates
Fee Only
We don't earn commissions of any kind on product sales
Investment Options
We offer bespoke portfolios tailored for your family's needs
What we provide.
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Objectivity. As a fiduciary, Rule72 provides advice and portfolio solutions in a professional and impartial manner.
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Experience. Rule72 has the expertise to carry out all duties associated with serving as your investment advisor, with access to curated custodial solutions for your benefit.
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Continuity. We provide seamless, responsive advice and portfolio management aligned with an investment policy statement developed for your financial plan.
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Favorable tax advantages, reviewing tax-loss harvesting opportunities, and devising optimal Roth and IRA conversion strategies are a few examples.
Our qualified custodian serves our clients needs.
Rule72 Financial has selected Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients.
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We have access to customized strategies, strategic asset allocation, tactical tilts, investment cost analysis and monitoring, proprietary market commentary, portfolio risk management, and alternative and private investments.
Charles Schwab & Co., Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.
Our fees are simple.
Investment management is provided using a simple tiered fee structure starting at 0.19% per quarter of assets managed. As assets increase, the rate declines, and once a new tier is reached, the lower rate applies across the entire portfolio.
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For additional advisory and financial planning services, we offer a quarterly subscription tailored to your needs and the complexity of your portfolio.
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”
― Peter Lynch
Why the name Rule72?
The rule of 72 is a simple way to calculate how long it will take your investment to double by dividing your compounding rate of return* into 72.
For more information on the rule of 72 see Rule of 72 Investopedia link
Our name offers us an opportunity to help educate others on the power of investing.
*All investments risk the loss of principal and there is no guarantee of return.