Pricing That Makes Sense
Our pricing is simple, transparent, and honest.
What You Need to Know
Total assets include all investment accounts that we manage or offer advice about.
Pricing tiers are applied marginally. For example, a household with $2 million under management would pay 1.20% on $1,000,000, and 0.70% on the remaining $1,000,000 (total aggregate fee is 0.95% in this example).
Our minimum price is $1,250 per quarter. This is not in addition to our standard pricing. Clients are either billed a flat rate of $1,250 per quarter, or a percentage of their total assets.
It’s that simple. We don’t charge any other fees. Our clients receive a clear, easy-to-understand invoice every quarter (like this sample invoice). Please see our FAQ page for more details on our pricing.
As a Fee-Only fiduciary advisor, we will never sell you any products, we do not receive kick-backs or commissions, and will always work in your best interest. It’s what’s right, and it’s our commitment to you.
