Services and Pricing
The prices you see here are what you will pay us. No commissions, no kickbacks and no financial products to sell. No more feeling anxious if you will be sold a product. This way, we can focus on valuable advice towards your financial goals.
Continuous Financial Overview (CFO)
Our CFO service is set as an ongoing relationship to implement a long-term financial blueprint and ensure your goals remain on track.
Four meetings during the year to ensure progress and accountability. Additional meetings and check-ins as needed. See client calendar for more detail.
Unlimited email and phone support as needed.
Full access to the financial planning software.
Ongoing monitoring of your financial health and goals.
Our Fees
Our fee does not require a minimum investment balance. It is intentionally designed to make Financial Planning and Investment Management accessible, whether you are just starting your wealth-building journey or have most or all of your investments in your employer’s retirement plan, such as a 401(k).
Our minimum annual fee is $3,000. It includes Financial Planning and Investment Management of up to $300,000 in investments.
Once your investments under management exceed $300,000, the fee will transition to an AUM model, as shown in the table below. For example, if we manage $450,000 on your behalf, your annual fee will be 1% of $450,000, which is $4,500 for the year.
Once your investments under management exceed $750,000, your fee will transition to a Flat Fee model, as shown in the table below, which can result in significant fee savings over your lifetime compared to the typical AUM fee model.
Our fee includes ongoing Investment Management and Financial Planning.
| Assets Managed | Our Fee | Typical AUM Fee (Est.) |
|---|---|---|
| $0 – $300K | $3,000 | $0 – $3,180 |
| $300K – $750K | 1% of AUM | $3,180 – $7,725 |
| ── Switches to Flat Fee ── | ||
| Assets Managed | Our Fee | Typical AUM Fee (Est.) |
| $750K – $1.5M | $7,500 | $7,725 – $14,100 |
| $1.5M – $2.5M | $9,000 | $14,100 – $22,000 |
| $2.5M – $3.5M | $11,000 | $22,000 – $30,100 |
| $3.5M – $5M | $13,000 | $30,100 – $42,000 |
| $5M+ | Custom | $42,000+ |
Fees listed above are annualized, billed monthly in arrears. Fees above are based on typical complexity. Additional complexity may require a custom quote.
Fees can be paid via ACH, credit card, or directly from managed investment accounts, provided they do not exceed 2% of assets under management. The typical estimated AUM fee is from AdvisoryHQ.