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What are the fees for wealth management?

Our fee structure is designed to be transparent and straightforward. It consists of two components: a planning fee & an AUM fee.

Planning Fee:

This fee is charged quarterly and is variable based on the complexity of your planning needs but starts at $1,800/quarter and includes the first $1M of managed investments. Beyond $1M, the following fee schedule applies. 

Assets Under Management (AUM) Fee:

First $1M 0.00%
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.