INVESTMENT MANAGEMENT FOR CONTENT CREATORS WHO WANT TO GROW WITH CONFIDENCE.
A long-term investing strategy tailored to creators & built for your goals.
What if Investing as a Content Creator didn't feel so...foggy?
Most creators don’t need to “beat the market.”
They need a strategy that’s clear, tax-smart, and aligned with their actual goals.
📊A Clear, Low-Cost Portfolio for Long-Term Growth
Diversified ETFs built for long-term growth. No stock-picking. No noise. Just smart allocation.
🧠Investment Planning Built Around Your Life
Whether your goal is financial independence, buying a home, or reinvesting in your business – we design the portfolio with that at the core.
🔨 Tax Efficient Investing Strategies, Done for You
From tax loss harvesting to keeping more of what you earn, we actively manage with taxes in mind.
This is investment management for content creators who want to build long-term wealth without the noise.
How Much Does Investment Management for Content Creators Cost?
We keep it simple, transparent, and aligned with your goals – no commissions or hidden fees.
💼 Simple, Flat Pricing for Creator Investment Management
1% of assets under management
Billed quarterly at 0.25%
This means for every $10,000 invested, the annual fee is $100.
What's included in our investment management for creators:
You’ll get:
- An investment portfolio designed to match your financial and life goals
- Ongoing management and rebalancing
- Tax-efficient strategies like tax loss harvesting
- Access to your personal investment dashboard
💡 We use Altruist Financial as our custodian – a modern, client-friendly platform designed for transparency and ease of use.
Note: Our investment management services are typically offered alongside financial planning for content creators. This ensures your investments support your entire financial strategy – not just a sliver of it.
🏆 You've done the hard work to earn it. Let's make sure it grows for you.
Many of our clients are investing for the first time with us. We don’t take that responsibility lightly. Whether you’re unsure or intimidated by it all, or you’re confident in what you’ve done yourself, let’s talk through it together.
