As you evaluate your options in the world of financial advice and wealth management, you’ll hear one phrase over and over again: Assets Under Management or “AUM”.

AUM refers to the investments and cash you place with a traditional investment advisor or wealth manager. Traditional wealth managers want all of your assets at one place –– with them –– and they charge 1% (or more) annually to manage those investments.

We do it differently.

By aligning our fee to your assets, we solve a variety of pain points and misaligned compensation structures in the world of traditional financial services:

• No requirement to consolidate your assets with us. We can hold and manage your investments, but this is not a requirement of working with Toucan. No forced IRA roll-overs, fewer messy transfers, and less headache for you. You’ve got a great 401k plan, let’s use it.
• We advise on your whole balance sheet regardless of where your assets are held, including “untouchable” assets like qualified retirement plans, restricted stock, closely-held & private business, cryptocurrencies, etc.
• We view banking and brokerage firms as a commodity. If you like your existing bank, keep them. If you would like a new bank, we can gladly help you find the best fit.
• By focusing on net worth, our advice can be relied on to grow your net worth. We only win when you do.
• We offer compelling value. Our fees typically range from a two-thirds to half the cost of traditional wealth management firms––with more value-added services.