We help progressives build financial lives they feel good about.
At Values Added, we’re passionate about supporting people who want to leverage their wealth to make an impact and live a joyful life.
The below case studies are hypothetical composites based upon our client experiences.
Allison & Rohit
Sara & Elizabeth
Ben & Ali
The Newly-Exited Startup Employee/Founder
We help clients choose the social impact strategy that’s right for them:
Avoid problem industries
Abstaining from companies doing things they don’t want to be a part of.
Remain invested in major companies to use ownership positions to move them in a good direction.
Lending money at low interest rates to organizations that empower people who need it.
INVESTING IN CHANGE
Focusing investment decisions on fundamentals and using surplus to directly invest in organizations that are fighting for a better world.
What It Costs
At Values Added, we provide each client with two services:
- We manage our clients’ investments using our impact-informed, tax-smart process for an annual fee of 1%.
- We provide holistic, values-first financial planning. Our financial planning fees vary depending on what’s going on in your financial life, but clients can expect fees in the neighborhood of:
- $6,000 for an individual
- $8,000 for a couple
- $10,000-$12,000 for business or rental property owners (note that financial planning for business owners is often tax deductible)
For clients with substantial wealth or non-liquid investments, we may be able to offer a pricing accommodation, so please reach out.