We offer three unique client relationships. Explore our pricing for each and review our FAQs.
-For self implementors and DIY minds
-Prefer not having an ongoing relationship
-Value ongoing financial advice and planning
-Have investable assets under $300,000
-Value ongoing financial advice & planning
- Have investable assets over $300,000
See our most frequently asked questions regarding pricing and service offerings
Managed Amount
Effective Fee
$0 to $500,000
.95%
$500,001 to $1,000,000
.90%
$1,000,001 to $2,000,000
.80%
$2,000,001 to $5,000,000
.65%
$5,000,001 to $10,000,000
.50%
$10,000,001 to $15,000,000
.42%
$15,000,001+
Ultra-High Net Worth Flat Fee
Minimum Monthly Fee: $100
Maximum Monthly Fee: $225
Payment Frequency Options:
-Semi-Annual (15% discount)
-Quarterly (10% discount)
-Monthly ( full price + $250 onboarding fee may apply)
We use your taxable income line from your most recent tax return
Net worth = All Assets - All liabilities
- We charge an annual fee for our Financial Planning + Investments, however it is billed monthly
- Each month, 1/12th your annual fee is deducted from your account/s based on your account/s size.
Financial Planning + Investments (60% of clients): Perfect for those who value the same comprehensive services, have $300,000+ in investable assets and desire professional money management.
Financial Planning Membership (35% of clients): Ideal for those who value an ongoing relationship. Suitable for those with investable assets under $300,000 or who prefer to self-manage their investments.
One-Time Financial Plan (5% of clients): Best for self-implementers with a DIY mentality who do not want an ongoing relationship.
Financial Planning Membership: Paid by ACH or credit/debit card.
Financial Planning + Investments: Fees are deducted monthly directly from your investment account.
One-Time Financial Plan: Paid by check or ACH from a one-time invoice.
- A $300,000 minimum is required if you wish to pay for our services directly from your investment accounts.
- For those with less than $300,000 of investable assets, we welcome you as a Financial Planning Membership client. We can manage your money as part of your membership, with fees paid via ACH or Credit/Debit Card.
- If you have over $300,000 of investable assets but prefer not to have us manage your investments, you can opt for a Financial Planning Membership or a one-time financial plan.
