Get Rich Slowly LLC is a fee-only Registered Investment Adviser
We offer evidence-based portfolio management, investment advising, financial planning, and tax planning services
Our services
- Portfolio Management Services: This service is offered optionally to clients who desire the convenience and peace of mind of discretionary asset management by Get Rich Slowly LLC. Please reference Portfolio Management Services below.
- Investment Advisory Services, including: Investment portfolio construction and advising.
- Personal Financial Planning Services to help you realize your financial and personal objectives, including: Investment planning, retirement planning, budgeting and cash flow planning, risk management and insurance planning, planning for education funding, lump sum purchase planning, legacy planning, and charitable planning.
- Personal United States Federal Tax Planning Services.
- Services NOT offered by Get Rich Slowly LLC: Services associated with the practice of law, accounting services, sales or servicing of insurance products, sales or servicing of realty, tax return preparation or filing services, brokerage services.
Our focus areas and specializations
- Planning and investing for long term financial and personal objectives. In particular, planning and investing for retirement and financial independence.
- Evidence-based, low cost, long term, market capitalization weighted index, and passively managed portfolio strategies.
- Evidence-based, low cost, broad coverage, and client appropriate risk management strategies, with emphasis on feasible retention (self-insurance) of risks.
- Needs of professionals and large net worth clients. We offer unique expertise in physician and advanced practice provider needs. Bentley Makkar, MD, BSc, ChFC®, EA, Board Certified in Internal Medicine by the American Board of Internal Medicine and the National Board of Physicians and Surgeons, is a practicing Internal Medicine hospitalist in Seattle, WA.
- Needs of early career clients. We are committed to your long term success and financial independence through enduring partnership.
Our commitments to you
To always act in the best interests of our clients: “Do the right thing.”
Exceptional knowledge and accurate service at a fair price.
Radical honesty and transparency, maximum cost and tax efficiency, and careful stewardship.
Fee-only professional services held to an uncompromising fiduciary standard.
Minimization or elimination of potential conflicts of interest. No marketing, product sales, product commissions, referral commissions, or external incentives. We are invested in your success.
No nonsense and no frills. Only what you need, nothing more and nothing less.
Comprehensive security, safety, privacy, and confidentiality of your personal and financial information and assets.
Advancement of client financial literacy and education.
Portfolio Management Services
- Portfolio Management Services are offered optionally at ultra low cost to clients.
- We favor portfolio construction utilizing low cost passively managed market capitalization weighted index mutual funds and exchange traded funds (ETFs) offered by The Vanguard Group, Inc.
- Get Rich Slowly LLC does not offer custodian services. Client assets are segregated and held securely in independent client owned accounts by our custodian broker-dealer Interactive Brokers LLC. Interactive Brokers LLC accounts are independently client owned with revocable limited power of attorney for Portfolio Management Services granted by clients to Get Rich Slowly LLC.
- Interactive Brokers LLC, utilizing the IBKR Pro – Tiered account plan, has been chosen as our registered investment adviser (RIA) custody platform as we believe this arrangement offers the lowest industry costs, transparent pricing with no hidden fees, order routing not influenced by payments for order flows, and no artificial widening of bid-ask spreads.
- All broker-dealer commissions and client costs affiliated with use of the Interactive Brokers LLC custody platform are directly passed on to clients for simplicity and transparency of pricing. Get Rich Slowly LLC has no profit motives to sell products, nor any products to sell aside from our fee-only professional services, thus minimizing or eliminating conflicts of interest.
- Account services offered by Interactive Brokers LLC may include (subject to modifications by Interactive Brokers LLC and terms or limitations applicable to individual client accounts): Ultra low cost margin borrowing (note that practice policy disfavors margin borrowing); domestic and international cash management features including ultra low cost and convenient fund transfer options, mobile check deposit, direct deposit; ultra low cost and convenient position transfer options; multi currency accounts with ultra low cost currency exchanges for common currency pairs at live forex market rates; interest on idle cash balances; SIPC account insurance, with additional account protection afforded by Interactive Brokers LLC’s excess SIPC policy through underwriters at Lloyd’s of London (note that these insurances do not protect against losses derived from market fluctuations); FDIC Insured Bank Deposit Sweep Program up to $5,000,000 ($10,000,000 for jointly titled accounts) on free credit balances (in excess of available SIPC insurance); securities lending program (note that practice policy disfavors securities lending); fractional shares investing (note that practice policy favors investing in whole share increments, aside from mutual fund fractional shares); international securities (note that practice policy favors domestic U.S. securities); convenient 24/7 account access via mobile, desktop, and web apps; robust account security features.