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Our unique way we advise you

Bill

FiduciaryWe act in your best interest at all times

Financial District

Experience

We take the long-view in an environment where short-term thinking dominates

Fee OnlyWe don't earn commissions of any kind on product sales

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Investment Options

We offer advice-only or portfolios tailored for you

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Business Meeting

Why Planning is Important to You

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"We start with your unique situation, followed by crafting an investment strategy to construct a portfolio aligned with a well-structured financial plan. This enables people to face the future with confidence."

Qualified Custodians to Safeguard Assets

Rule72 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.
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. 

 For families who have another preferred global custodian, we can integrate our services with a wide range of global custodians and platforms.

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.

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“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

 

It offers us an opportunity to help educate our prospects and clients on the power of investing.

*All investments risk the loss of principal and there is no guarantee of return.

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Why an investment advisor?

  1. Objectivity. As a fiduciary, Rule72 provides advice and portfolio solutions in a professional and impartial manner.

  2. 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.

  3. Continuity. We provide seamless, responsive advice and portfolio management aligned with an investment policy statement developed for your financial plan.

  4. Favorable tax advantages, reviewing tax-loss harvesting opportunities, and devising optimal Roth and IRA conversion strategies are a few examples.

Our fees are simple.

For our Advice-only service, we offer a quarterly subscription ranging from 600 to 1600 USD, depending on the complexity of your needs.

 

Investment management is based on a tiered level starting at a quarterly rate of 0.19% of assets managed. This rate decreases with higher levels of assets. We also have an hourly rate for special projects. Please see our SEC.gov disclosures for Rule72 Financial LLC  here

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Rule72 Financial LLC (“Rule72”) is a registered investment advisor offering advisory services in the Commonwealth of Virginia and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Rule72 in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rule72, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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