The Money and Values Group manages investment portfolios and provides personalized financial planning and consulting services for individuals and families. The firm builds customized investment strategies based on each client's goals, time horizon, and risk tolerance, using third-party model portfolios and trading platforms. In addition to managing investments, the firm offers consulting on specific topics such as personal net worth, cash flow analysis, retirement strategies, risk management and insurance reviews, tax reduction strategies, and estate preservation. The firm also hosts educational seminars and workshops. The Money and Values Group operates with a legal obligation to act in the best interest of its clients and is owned and operated by Brian Scott.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.25% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, account composition, and related accounts.