Our fee structure is designed to be transparent and straightforward. It consists of two components: a planning fee & an AUM fee.
Our fee structure for wealth management is designed to be transparent and straightforward. It consists of two components:
Planning Fee:
This fee is charged quarterly and is variable based on the complexity of your planning needs but starts at $1,250/quarter and includes the first $500K of managed investments. Beyond $500K, the following fee schedule applies.
Assets Under Management (AUM) Fee:
| First $500K | 0.00% |
| Next $500K - $1M | 0.85% |
| Following $1M - $5M | 0.65% |
| Over $5M | 0.45% |
- The AUM fee is calculated based on the total value of the investments that we manage for you.
- This fee structure ensures that our interests align with your financial success, as our fee is based on the growth of your portfolio.
- We do not charge commissions, impose hidden fees, or receive compensation from any other source. Our aim is to provide you with a fair, transparent, and equitable fee structure for our wealth management services.