“Success is the progressive realization of predetermined, worthwhile, personal goals.”
~ Paul J. Meyer
Redefining Success limits the number of households we are working with in order to understand your needs and provide the most professional service we can.
At Redefining Success we will work with you to determine the best investment strategy based on your personal situation, risk tolerance, and long-term objectives.
Each of our investment strategies strives to maximize investment returns and tax savings. While each strategy differs, they share a common discipline, management, and strategic investment focus that is monitored and proactively managed on a daily basis.
What is discretionary money management?
Essentially, it means that you authorize an investment manager to manage your portfolio for you. While that manager doesn’t have to consult you before every buy and sell opportunity, they do have to work within the predetermined limits you’ve agreed upon to achieve your investment objectives.
Discretionary accounts are excellent for:
- Those who prefer to have a trusted and experienced professional make investment decisions for them,
- Individuals who are interested in the big picture but not day-to-day money management, and
- Lawyers, entrepreneurs, small-business owners, retail investors, and professionals who are too busy to attend to daily financial investment matters.
“Let’s stop talking minimum account sizes and talk about how I can help you instead!”
~Pamela Johnston, Redefining Success.
We do not have a minimum dollar value or account size. We want to to work with people that want to work with us!
Redefining Success wants to work with the successful middle class couple or individual who is looking to partner with a team of professionals to help move forward to greater financial and emotional security. Please don’t think that you don’t “have enough” to work with us! We are excited to work with people who are invested in creating more fulfillment in their lives. Our success comes from helping clients tackle the challenges they face financially and personally by providing investment support and life management guidance that encourages them to take charge of their destiny Our clients often achieve goals in ways they never thought possible. Redefining Success provides a “safe space” to launch a journey of discovery.
Payment for our investment management services is generally a flat fee based on an annual percentage of the assets under administration. This percentage varies depending upon whether the account is a mixture of equities and fixed income, or simply fixed income, or whether it is actively managed by third party managers or actively managed by Pamela.
Commission-based accounts are used in situations where the investments will be passively managed. Passive management means that there is very little turnover in the accounts, and any commissions generated are usually amortized over a number of years.
Fees for the services of third-party consultants or other advisory services that we might recommend will be cleared with you directly by the third-party consultant prior to the commencement of work. Fees for any additional services that the Redefining Success team provides will be clearly communicated prior to the start of those additional services.