Investments

Fee based portfolios aligned with our clients needs.

Our focus can be better aligned with our client’s needs because we do not charge commissions for our portfolios.

Managed portfolios at well-known custodians for a flat fee
Our goal is for our clients to benefit from our low cost and personalized investment strategies from well-known custodians such as Fidelity, Charles Schwab & TD Ameritrade. We’ll build, maintain & re-balance your portfolio for one low fee.

Low-cost investments to grow your wealth
When you invest your money with our portfolios, you’ll pay a flat investment management fee that is taken from the account balance monthly.

Liquid

Ever got stuck in investments and can’t get out? We can help. Our portfolios are 100% liquid.

Unsure of your current investments or how you should approach investing?
Learn why it’s important to know how much risk is in your portfolio and your Risk Number.

The Big Question.  How much do we charge?

The fee you pay depends on the size of your account. It’s never more than 1.20% per year. However, the underlying ETFs (Exchange Traded Funds) or Mutual Funds in your account may have management fees. There are no fees for deposits, withdrawals, or when your account is automatically re-balanced.


Let’s build something together.

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Aaron Schuler, Registered Representative. Advisory services offered by Beam Asset Management. Aaron Schuler, Investment Advisor Representative.  Mountain West Wealth LLC, Beam Asset Management, FIT Divorce Planning and Securities America, Inc. are separate, unaffiliated entities.

Locations

1471 Dewar Drive #227
Rock Springs, WY 82901
USA

3115 Lion Ln. #160
Salt Lake City, UT 84121
USA

Direction and Maps