Latest Articles


Services

We work with our clients on a wide variety of financial matters. Some of the services we provide are:

We do all work on a fee-only basis. This means we accept no commissions, no referral fees or other compensation that we feel might compromise our objectivity.

For some clients, we work on a project basis to answer a specific question like “How much house can we afford?” or “How should I invest my 401(k)?”.

Many of our clients participate in our financial advisory program. For a fixed annual fee, we offer portfolio management for all assets including employer-based retirement accounts, 529 accounts and employee stock options, as well as comprehensive financing planning services.

We do not have a minimum asset level but we do have a minimum annual fee.

For high net worth individuals (more than $10 million), our focus is on asset management. We will help formulate an investment policy statement, find suitable investments and evaluate special opportunities.

Through relationships our firm has with certain top-notch institutional investors, our clients can invest in institutional funds such as those offered by Dimensional Fund Advisors that are not available to the general public.

Interested in learning more about our services?

Please call us at (650) 384-0930 to discuss your financial planning need or email info@alexis-palmer.com .