We’ll meet you where you are. Our services are customized to fit your unique financial needs.
We do the heavy lifting and invest your accounts in a risk adjusted, social impact portfolio
Comprehensive investment management plan
Access to our social impact portfolio tailored to your risk tolerance, values, and financial goals
Impact report measuring your social and environmental impact
Quarterly updates and monthly statements
Online platform
A personalized financial plan tailored to you and your life
Holistic review of your current financial health, review of existing accounts and portfolios, and risk tolerance assessment
Organize your finances and plan for the future
Budgeting
Investment and savings planning
Retirement planning
Tax and insurance advice
Planning for any and all financial goals (e.g. buying a house, starting a family, education planning)
Think of Gideon, your financial advisor, as a close friend and confidant.
Overview and goal setting meeting with your personal financial advisor who holds a CERTIFIED FINANCIAL PLANNER™ certification
6 month followup to assess your progress and adjust recommendations as needed to help keep you on track to achieving your goals
Ongoing support and access to Gideon Cohn, your financial advisor
Pricing
We strive to be upfront and transparent about our pricing. Minimum account size is $1 million. Our wide range of personalized financial planning, investment management, and impact investing services are all covered under this comprehensive fee.
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses. You may incur certain charges imposed by custodians, brokers, third party investments, and other third parties. We do not receive any compensation from these fees or commissions.
**As required by compliance: PPS Custom Program (Transactions) Account clients will pay an annual management fee, as outlined in the breakpoint fee schedule above. The management fee is negotiable, billed quarterly, and unless otherwise agreed, shall be based on the value of assets in the Account. In addition to the annual management fee, PPS Custom Program clients may pay transaction charges, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.