Our Financial Advisor Fee Structure

Fee-Only Fiduciary Financial Advisor

It is of the utmost importance that you work with a financial advisor that places your interests before their own. As a fiduciary advisor, we do not receive outside commissions, trading expenses, kickbacks, or any other form of compensation. This is all an effort to ensure to our clients are receiving honest advice. Learn more about the importance of a fiduciary financial advisor.

Fee Structure

Our fee schedule is designed to be fair and transparent. We do not bill our clients in advance, nor do we charge our clients a “liquidation fee” if funds are needed. There are no mandatory holding periods nor are there other hidden charges. Our goal is to have happy clients so they will stay with us for the long-term under their own free will.

The only fee our firms collects from our clients is the Assets Under Management (AUM) fee. We don’t charge financial planning fees, on-boarding fees, or other ancillary costs. The AUM fee is taken directly from our clients accounts every month.  In an effort to provide complete transparency, so also we show our fee calculations on the  monthly statements provided to clients.

Our account minimum is $750K and the monthly AUM fee is calculated using a linear schedule (not tiered). We bill our clients in arrears using the simple schedule provided.

Assets We Manage
Annual Fee
$750K – $1MM0.99%
$1MM – $3MM0.89%
$3MM – $5MM0.79%
$5MM – $10MM0.69%
$10MM – $20MM0.59%
$20M and above0.49%

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