PIXEL FINANCIAL PLANNING | YOUR FINANCIAL PICTURE IN HIGH RESOLUTION

Investment Management.

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Investment Management with Pixel Planning

Our portfolios are designed with you in mind. Whether you’re seeking growth, income, or capital preservation, we’ll create the diversified portfolio that aligns with your risk tolerance, goals and values. As a fee-only advisor, Pixel Planning does not receive commissions (no 3rd party pays us to recommend their products), which means we can objectively design your portfolio from the universe of investments without conflicts.

What is included in Investment Management?

We will build a diversified portfolio tailored to reflect your financial goals, risk tolerance, personal situations and preferences. This service includes the following features as appropriate.

Portfolio construction
Goal assessment
Risk tolerance evaluation
Portfolio re-balancing
Low-cost ETFs
Tax-efficient strategies
Market updates
Annual portfolio reviews

Transparent Investment Management Pricing

We charge a blended assets under management (AUM) fee calculated by assessing the percentage rates in the chart based on the market value as of the last business day of the previous quarter. The annual fees paid in arrears on a quarterly basis, debited directly from client accounts, and clients receive billing notices each quarter.

Assets Under Management Value

$1 - $250,000

$250,001 - $500,000*

$500,001 - $1,000,000*

$1,000,001 - $2,000,000*

$2,000,001 - $4,000,000*

$4,000,001 and above*

Annual Advisory Fee

0.90%

0.75%

0.65%

0.50%

0.40%

0.25%

Equivalent Quarterly Fee

0.225%

0.1875%

0.1625%

0.125%

0.10%

0.625%

 * Investment management clients meeting the minimum requirement ($300,000 for single clients and $500,000 for couples) have access to comprehensive financial planning.

Comprehensive Planning.

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Pixel Planning’s Approach to Comprehensive Financial Planning

Comprehensive Planning provides high resolution to your current financial situation, future goals, and actionable steps to achieve them. You’ll engage in real discussions, learn about the impact of decisions and track progress on your goals. Through a personal financial planning calendar, we’ll be proactive about your needs. As your situation changes, we’ll update your plan with new goals and assumptions. Ongoing support (phone/email/in-person) is provided for those “one-off” questions or situations that arise.

See how our process works

Comprehensive Financial Planning includes the following:

Ongoing meetings/calls
Email support
Custom financial planning portal
Budgeting and cash flow analysis
Investment planning
Retirement planning
Education planning (if applicable)
Additional goal planning
Debt reduction (if applicable)
Tax strategies
Estate planning
Employee benefits (if applicable)
Insurance review
Stock options and RSUs (if applicable)
Risk analysis
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