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How will fees be calculated if both me and my partner want advice or wealth management?

Our fee structure remains consistent regardless of if you are single or a couple.

Whether you're an individual seeking advice or a couple looking for wealth management, our fee structure remains consistent. We charge a flat-rate quarterly planning fee of $1,800 and an Assets Under Management (AUM) fee beyond the first $1M managed asset threshold. This means that the fee calculation process is the same, regardless of whether you're an individual or part of a couple seeking our financial services.