We are a flat-fee wealth manager. That means we don’t charge based on your net worth. We set a single, easy-to-understand price for our services. And our fees don’t go up just because the markets went up.
- Pick how you want to work with us: Choose from a range of one-time Tune-Ups or ongoing Comprehensive Wealth Management services based on what you actually need
- Pay a simple, flat fee: We publish the exact price for our services (see below). No guessing at what it might cost you in the long run.
- Eliminate hidden fees: We don’t accept commissions for the investments we recommend. We don’t have hidden fees. What you see if what you get.
How much does a traditional advisor cost?
Under a traditional % of assets model, you pay more as your net worth grows.
A typical financial advisor charges around 1.0% for their services. The percentage looks small until you do the math. If you have $1,000,000 in assets, that’s $10,000 a year. If you have $3,000,000, it’s going to cost you $30,000.
How much do you actually pay a financial advisor who charges a % of assets fee each year?
| Your Portfolio Value | 0.75% Fee | 1.0% Fee | 1.25% Fee |
| $1,000,000 | $7,500 | $10,000 | $12,500 |
| $3,000,000 | $22,500 | $30,000 | $37,500 |
| $5,000,000 | $37,500 | $50,000 | $62,500 |
| $10,000,000 | $75,000 | $100,000 | $125,000 |
Beware of Additional Hidden Fees
Many of our clients are surprised to learn about hidden fees they were paying their old advisor on top of the baseline advisory fees. This can add up to tens of thousands a year for larger portfolios.
- Learn more about the 5 Most Common Hidden Advisory Fees
- Email us at [email protected] for Complimentary Fee Audit if you want someone to audit your statements
Our fees are simple, clear, and fair
You pick how you want to work with us. Choose from one-time Tune-Ups or ongoing relationships and know exactly what you’re paying and getting. There are no other hidden fees or commissions.
Here are our most popular services:
$999
For a One-Time 360 Financial Tune-Up
Partner with an advisor over 2-3 sessions to get a complete review of your financial situation including:
- A comprehensive and interactive financial plan
- A deep dive analysis of your investment portfolios
- A tax playbook to make sure you’re not leaving any money on the table
$599/mo
For Comprehensive Wealth Management
- An ongoing relationship with a dedicated advisor
- A comprehensive financial plan we help you implement
- Professional investment management
- Proactive advice throughout the year.
Is it really that simple?
Here are common questions we get asked about our fees:
So there’s no difference in price for Comprehensive Wealth Management if I have $1m vs. $5m?
Correct. Here’s what the traditional % of assets advisors doesn’t want you to know. It’s not more complicated to manage a $1m portfolio vs. a $5m one using today’s modern investing technology. The amount of assets you have doesn’t meaningfully change the amount of work we need to do. What does impact the work on our side is what’s captured by our pricing tiers. How often you want to meet. How many accounts you have. Whether you want us to coordinate with outside advisors like your accountant.
Is there a minimum net worth to work with you?
We do not have a required minimum net worth for our Tune-Ups or Comprehensive Wealth services. However, we want clients of our services to feel like they have positive financial value from our relationship. If we feel you may not get the appropriate amount of value from our service relative to your net worth, we will let you know upfront and help you figure out alternatives to getting what you need.
Are you getting commissions or some other kind of fees?
We do not have any hidden fees or profit centers. We explicitly do not accept compensation of any kind for making investment recommendations, referrals, etc. We want our clients to feel confident that when we make a recommendation we are doing so because we feel it is in their best interest, not because we get paid somehow on the back end.
Learn more about the Five Most Common Hidden Fees Wealth Managers Charge