At Fjell, your success is our primary focus. Embark on a transformative financial experience with us, where three pillars define our client-centric approach.
We understand that financial decisions can be complex and often require timely guidance. With unlimited calls, texts, and meetings, our clients have the flexibility to reach out whenever they need assistance, ensuring a seamless and responsive experience.
Our dedicated team of professionals goes beyond the conventional client-advisor relationship; we make it a priority to know you personally. Through in-depth conversations, comprehensive analyses, and a commitment to ongoing communication, we gain insights into your individual financial goals, preferences, and aspirations. By cultivating a deep understanding of your needs, we can tailor our services to provide personalized solutions that align with your specific situation.
We believe in transparency and clarity, presenting you with a plan that is not only easy to comprehend but also actionable. Our commitment is to empower you with the knowledge and strategy needed to make informed decisions, navigate challenges, and ultimately achieve your financial objectives.
Asset Management
Financial Planning
Starting Businesses
Scaling Businesses
Exit Planning
Budgeting
Retirement Planning
Risk Management
Large Purchase
Tax Planning
Debt Management
Insurance Advice
Education Planning
Cash Flow Management
Real Estate Purchases
Social Security
Tax Efficiency
Asset Location
Financial Education
Charitable Giving
CEO
Director, Wealth Management
Director, Platform
Director, Success
Associate, Wealth Advisor
Starting at
AUM
That’s awesome that you are already working with an advisor. We’d still love to talk and see if we are a better fit. If you are in good hands, we’ll let you know. If it makes sense to switch, we’ll let you know!
Fees are a hot button issue, as they should be. On the other hand, our team is highly skilled and commands market rate wages. Scale starts at $125 per month for planning and if you choose to invest with us, that costs 0.75% annually of the assets we manage for you. Altitude starts at 1% with a minimum investment of $500,000.
We custody our client assets at Charles Schwab. We entrust them to safeguard over $100m of client assets.
That is totally fine with us! We do require an account at Schwab for fee debiting but if you are just starting a business or want to feel us out, totally fine. We get it.
You just let us know and we’ll refund any unused fees for the month. We want it to be as simple as possible to do business with us. Easy to sign up, easy to leave.
A 35 year old father of two making $250,000 has very different needs than a couple nearing retirement. We have two services tailored to their different needs. You pick the plan that works best for you and your situation.
As an investment adviser, we are held to a fiduciary standard. This means we must prioritize your interests over our interests.
As an investment adviser registered with the Securities and Exchange Commission (“SEC”), we are required to uphold our fiduciary duty to clients. This fiduciary duty comprises a duty of care and and a duty of loyalty pursuant to federal law. Note, registration with the SEC is not intended to imply any level of skill or training.
We send out regular content to our clients so they can better understand what is impacting their investment balances. It is difficult to be a successful investor if you don’t understand what is happening in the world and our markets. we help our clients become great by offering them exclusive content to grow their knowledge base.
We invest for the goals of each individual family. We believe the best way to protect principal is by investing in innovation. We are multi-asset investors that adhere to a disciplined, rules-based methodology to potentially drive returns for our clients.
Yes, this is how we do it. Why? because there are certain times in life that require a lot of coordination to achieve your goals. And we want you to know we will always be there for you. Staying in consistent communication builds trust, which is essential for a successful relationship together.
