WHAT IS THE BISCHOFF WEALTH MANAGEMENT DIFFERENCE?
We are an independent registered investment adviser, which allows us to advise our clients for lower fees.
CURIOUS ABOUT WHAT YOU ARE ACTUALLY PAYING?
Most firms charge an advisory fee over and above fees charged by the underlying investments in your portfolio.
Good financial guidance doesn’t have to be expensive. We don’t think it makes sense to burden a portfolio with fees that hinder growth opportunities. Instead, we keep the cost of our advice low so that your portfolio can work harder for you.
We build efficient portfolios that not only have low fees, but they are also tax-sensitive. We do this by looking for tax-efficient opportunities and employing low cost, low turnover ETFs.
We are also fixed income specialists that help clients proactively manage the duration and credit risk of their bond portfolios. Not only do we believe bonds provide capital preservation and income, but we also strive for appreciation for bonds in today’s volatile market environment.
We’re here for you!
Curated articles, videos, and more for a financially savvier you.
The first step is establishing your goals, objectives, and risk tolerances; in other words, what you want your money to do for you.
Proper organization is critical to your long-term investment success and helps us to optimally position your assets for both cost and tax-efficiency.
Our investment process is driven by our relationship with you, the client, as we learn your goals, objectives, time-horizon, and risk tolerance and then we translate those things into tax and cost-efficient portfolios.
We place a high value on communication with our clients; making sure we stay in touch with you on a regular basis through telephone calls, e-mails, and in-person meetings. This allows us to proactively help you manage your assets and make sure they are staying in line with your goals and objectives in a volatile market environment.
We believe how and where you own certain asset classes is just as important as what you own.
Test Your Estate Strategy Knowledge
Don’t Be Your Own Worst Enemy
Buying vs. Leasing a Car