We offer several service and pricing models so clients can choose the best option for their personal situation and feel confident that they are getting value for their fee:
Holistic Wealth Management: 0.75% of assets under management (AUM) annually for first $1M. Tiered (lower) pricing at higher levels of AUM. Minimum annual fee of $5,000.
Standalone “Passive” Investment Management: 0.50% of assets under management (AUM) annually for first $1M. Tiered (lower) pricing at higher levels of AUM. Minimum annual fee of $4,000.
Active Investment Management: 1.00% of assets under management (AUM) annually for first $1M. Tiered (lower) pricing at higher levels of AUM. Minimum annual fee of $4,000.