What It Means to Be a Fee-Only Fiduciary
Fiduciary
We put your interests first in every recommendation we make
Experience
We bring years of experience guiding families through the complexities of multigenerational wealth
Fee Only
We don't earn commissions of any kind on product sales
Investment Options
We build portfolios around your goals, needs, life, and family
Our clients often have complex investment, tax, and estate planning needs where the details matter. We take a coordinated approach to your wealth, looking across your investments, taxes, retirement, estate plan, and the decisions that connect them. By planning ahead and identifying opportunities early, we help simplify financial complexity and give you greater confidence to focus on what matters most.
Objectivity. As a fiduciary, we provide you with personalized advice in a professional and impartial manner.
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Experience. Rule72 has the expertise and experience to carry out all duties associated with serving as your investment advisor.
Continuity. We provide seamless, responsive advice and portfolio management aligned with an investment policy statement developed for your situation, even when you're busy taking care of life!
Tax aware. We review your tax forms to provide recommendations for tax-loss harvesting opportunities, use tax sensitive portfolios, and devise optimal Roth and IRA conversion strategies.
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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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
We are a fiduciary, fee-only advisor. We do not accept or receive commissions from fund companies, investment sponsors, or brokers in connection with our services.
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We believe providing advice is only the beginning. Our fee covers an integrated approach to financial planning and investment management, so we can help you evaluate important decisions, implement the ones you choose, and manage your investments as your financial life evolves.