Fee Transparency
financial planning and investment fees
As fiduciary wealth managers, we put your financial interests first, offering unbiased guidance free from commission-driven conflicts. Our commitment to you is simple: impartial, personalized advice tailored to your unique financial goals. We believe in complete transparency, which is why we openly share our pricing and fee structure for both financial planning and investment management services. With us, you’ll always know exactly what you’re paying for and why.
Financial Planning Fees
Starting at
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The fee for financial planning services will be determined and based on the complexity and scope of the required services, which will be determined following an initial consultation.
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Financial Planning fees can be paid monthly, quarterly or semi annually
Investment Advisory Fees
Fee Schedule
| Asset Tier Level | Rate |
|---|---|
| First $0 - $500,000 | 1.25% |
| Next $500,001 - $1,750,000 | 1.00% |
| Next $1,750,001 - $5,000,000 | 0.75% |
| Amount Over $5,000,001 | 0.50% |
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Our fee schedule has four tiers based on total assets managed
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Investment Advisory fees cover services such as portfolio design, continuous monitoring, rebalancing, and personalized guidance.
Our financial planning and investment fees
Our pricing model
How are the investment management fees calculated?
- No hidden costs: We don’t charge trading fees or commissions.
- Straightforward pricing: We use an annual investment management fee, billed quarterly.
- Fair calculation: Your fee is based on your account’s average daily balance, including any deposits or withdrawals.
- Tiered structure: As your wealth grows, your fee percentage decreases.
- Household advantage: We consider the combined value of all your household assets when determining fees.
Our method ensures that you only pay for the actual time and value of your investments with us. This transparent approach allows you to focus on what matters most: growing your wealth.
What is your fee schedule
Our wealth management firm employs a transparent, percentage-tiered fee structure tailored to your assets under management. This approach ensures that our compensation aligns directly with the growth of your portfolio. As your wealth increases, you may qualify for lower percentage rates, potentially reducing your overall fees.
Our fee schedule has three four based on the amount of assets under management:
| Client Assets Under Management | Annual Rate |
| First $0 – 500,000 | 1.25% |
| Next $500,001 – $1,750,000 | 1.00% |
| Next $1,750,001 – $5,000,000 | 0.75% |
| Amount Over $5,000,001 | 0.50% |
Let’s break down our fee structure with clear examples:
- For $800,000 under management:
1.25% on first $500,000 = $6,250
1.00% on remaining $300,000 = $3,000
Total annual fee: $9,250 - If assets increase to $1,200,000:
1.25% on first $500,000 = $6,250
1.00% on next $700,000 = $7,000
Total annual fee: $13,250 - For larger portfolios, e.g., $6,000,000:
1.25% on first $500,000 = $6,250
1.00% on next $1,250,000 = $12,500
0.75% on next $3,250,000 = $24,375
0.50% on remaining $1,000,000 = $5,000
Total annual fee: $48,125
This tiered structure ensures fair pricing across various asset levels. As your portfolio grows, you benefit from lower marginal rates on higher asset tiers.
Are there discounts if I hold a high balance?
How are the fees paid from my account?
At the end of each quarter (March, June, September, and December), we deduct our fees directly from your investment account(s). You don’t need to take any action, and we will never charge any fees if there is no balance in your account.
Our fees are calculated based on the daily balance of the assets under our management. We use this daily balance to determine the market value of the assets on which the advisory fee is based, and the fee is assessed quarterly according to your fee schedule.
Can I pay my investment advisory fees directly?
How are Financial Planning fees paid?
Do you offer Financial Planning on an hourly basis?
Our one-off hourly financial planning services start at $250/hour. If you want to learn more about hourly financial planning, contact us for more details.