Yes, we work with clients throughout the United States. Our company operates entirely remotely. Using secure video meetings, we offer personalized, high-quality service no matter where you live.

All client investment accounts are opened and maintained by Charles Schwab, one of the most reliable and respected investment companies in the United States. You will have full online access to your accounts, including the mobile app. All accounts are registered in your name and are under your control.

We specialize in long-term financial planning and investment management for individuals and families seeking ongoing support and a reliable relationship for years to come. We currently do not offer hourly consultations or one-time projects.

We operate on a simple and transparent payment system, with no hidden terms or unexpected costs. The annual cost of the work includes everything necessary for long-term financial support: • retirement planning • tax planning • tax-efficient investment management • regular video meetings, calls and consultations The fee amount depends on the amount of your investments under management: 1.25% — on the first $250,000 1.00% — from $250,000 to $2 million 0.85% — from $2 million to $5 million 0.65% — from $5 million to $10 million custom fee - for assets over $10 million Our minimum annual service fee is $4,500. This allows us to devote sufficient time and attention to each client.