Our Founder's background is investing, not sales. Our portfolios are built in-house based on academics, not some home office based on marketing. We use low cost Exchange Traded Funds to implement our strategy, not expensive mutual funds that generally don't do what they are supposed to.
We work with financial planning software that will detail every aspect of your financial life and help measure how reachable a variety of goals are.
We will help guide you in the right direction to avoid tax and estate planning mistakes. We work with a network of professionals to refer our clients to when they are ready to take the next step.
Metric was founded on the premise that investors deserve fairer fees and to have all fees disclosed to them. Our fee schedule starts significantly below the industry average and we provide invoices every month to disclose what was charged.
Instead of leaving our clients to "figure it out" on their own, we send quarterly reports that show exactly how their accounts are doing. We also offer a meeting to discuss these reports.
Under this service level, clients pay a blended fee based on percent of assets managed by Metric. Financial planning is included at no additional cost.
Under this service level, clients pay an upfront fee for an initial plan and an ongoing monthly fee for monitoring and consultation, but no investments are held or managed.
Monthly fee depending on needs and complexity.