We work with individuals, couples, and families at every wealth stage and support an institutional and non-profit client base, as well. Many of our clients are charitably minded, value multigenerational planning, and care deeply about their community. We serve clients ranging from young professionals building wealth, to retirees managing distributions, to retirement plans and organizations that need disciplined institutional advice.
We’re a fee-based firm. In most cases, our fee is calculated as a percentage of the assets we manage on your behalf. We may also use hourly rates, project fees, or monthly retainers depending on the services provided. Some insurance products may include commissions. We’re transparent about all costs before you engage our services.
Yes. Detalus is an SEC Registered Investment Advisor, which means we have a legal obligation to act in your interest and provide advice that aligns with your goals and situation.
Communication is important to us. You’ll receive our seasonal newsletter and quarterly market updates, plus periodic communications when market or economic events warrant attention. Your advisor monitors your accounts and plan regularly, reaches out with updates, and aims to meet with you annually. You’re always welcome to contact us with questions or changes in your situation.
We recommend clients use qualified custodians to hold their assets. These firms handle execution, trading, and clearing services. To hold client assets and execute transactions, Detalus recommends our clients use one of the following as qualified custodian: Pershing Advisor Solutions, LLC as registered broker-dealer and Pershing, LLC as custodian (together, “Pershing”) OR Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC. Pershing and Schwab each perform execution, trading, and clearing services for Detalus clients. Each custodian has a long history of providing world-class financial business solutions and maintain financial strength as the first layer of protection for your assets. While financial strength cannot eliminate investment risk or protect against market losses, our internal controls and regulatory oversight are designed to support the safeguarding of client assets.
Clients have secure online access to their accounts through multiple platforms. You can view performance reports through Advyzon, custodial statements through Pershing or Schwab, and financial planning information through RightCapital.
We do not have a minimum account size and work with clients across a range of asset levels.
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