How much do you charge?

0.25% - 1.50% of assets under management.  For example, an account with a $100,000 balance and a 0.50% annual fee will be charged approximately $500 per year.  

Are you paid on commission?

No.  There is no incentive for frequent or excessive trading.

What services do you offer?

Investment management - selecting stocks, bonds, and other securities to reach financial goals with responsible investments

Planning and Analysis - retirement and other financial modeling. Solutions are based on individual circumstances and preferences. 

Is there a minimum investment?

No.  

How long have you been doing this?

Living Earth Investments was founded in 2008.  I have worked in finance since 1997.

Why work with you?

​Careful and deliberate investment selection process

Low fees with the goal of long term positive returns

Responsive - calls, emails, and texts are returned the same day

No up selling - there are no additional plans or policies offered

Transparent - clients have access to accounts at all times

Honest & Trustworthy - zero complaints