Let's Answer Those Questions.
Here are some questions you might be asking, and ones we think you *should* be asking!
Retirement is one of the biggest decisions people make in their lives, and we don't get a do-over on it. The process of retiring, and of effectively managing and enjoying retirement takes a lot of effort, skill, and experience.
We wanted to support people in this major transition, and also help them to spend and enjoy their money. To have fun, too.
Glad you asked! We're really proud of this one.
Many of our clients work in science and pharmaceuticals, and we love science too.
We believe the principle of buoyancy says a lot about what a meaningful retirement can be – reliably stable, and carefully crafted so it can float even when the water gets a little choppy.
We're based in Flourtown, PA, pretty close to Philadelphia, PA. We operate mostly as a virtual firm, so we can meet with you wherever you're located (in the U.S., that is...sorry Canadians!).
We base our fees on a careful assessment of your situation and accounts, and we'll give you a clear figure after an initial conversation.
Annual fees start at 1.00% of assets or $16,800 as a minimum.
We work with retirement-minded folks with $2–5M portfolios, with at least $1M of investable assets, as a minimum.
If you don't meet this criteria, we might not be a great fit, but you can always reach out anyway, and we can provide resources for you.
Investing at Buoyant starts with your goals, first and foremost. We take the time to assess your needs and retirement desires, and then design an investment portfolio specifically for you.
We utilize a passive investing approach, with a particular focus on keeping costs and tax liabilities as low as possible.