---
title: How will fees be calculated if both me and my partner want advice or wealth management?
description: Our fee structure remains consistent regardless of if you are single or a couple.
---

[Skip to content](https://hello.secfi.com/migration/help/how-will-fees-be-calculated-if-both-me-and-my-partner-want-advice-or-wealth-management#main-content)

English

Show submenu for translations

[Contact us](https://hello.secfi.com/migration/help/kb-tickets/new?hsLang=en)

![Logo-Apr-26-2023-11-46-34-7947-AM.png\]](https://hello.secfi.com/hs-fs/hubfs/Logo-Apr-26-2023-11-46-34-7947-AM.png?height=40&name=Logo-Apr-26-2023-11-46-34-7947-AM.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://hello.secfi.com/migration/help/kb-tickets/new)
- [Secfi Learn](https://secfi.com/learn)

[Secfi Learn](https://secfi.com/learn)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://hello.secfi.com/migration/help?hsLang=en)
2. [Advice & Wealth](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en)
3. [Cost and Fees](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#cost-and-fees)

# 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.

- [Equity and shares](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#main-content)

    - [Equity on Secfi](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-secfi)
    - [Equity on Carta](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-carta)
    - [Equity on Shareworks](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-shareworks)
- [Financing](https://hello.secfi.com/migration/help/financing?hsLang=en#main-content)

    - [General](https://hello.secfi.com/migration/help/financing?hsLang=en#general)
    - [Products and fees](https://hello.secfi.com/migration/help/financing?hsLang=en#products-and-fees)
    - [Eligibility requirements](https://hello.secfi.com/migration/help/financing?hsLang=en#eligibility-requirements)
- [Secondary sale](https://hello.secfi.com/migration/help/secondary-sale?hsLang=en)
- [Advice & Wealth](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#main-content)

    - [Advisory & Wealth General](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#advisory-wealth-general)
    - [Offerings](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#offerings)
    - [Cost and Fees](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#cost-and-fees)
    - [Wealth Management Overview](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#wealth-management-overview)
- [Privacy](https://hello.secfi.com/migration/help/privacy?hsLang=en)
- [Account](https://hello.secfi.com/migration/help/account?hsLang=en)

# Secfi, Inc.

<https://twitter.com/AskSecfi> <https://www.linkedin.com/company/secfiinc/mycompany/>

Copyright © 2026, Secfi, Inc.