Pricing
Transparent, Fee-Only Pricing
No commissions. No hidden charges. We earn our fee by growing your wealth — our interests are permanently aligned with yours.
Essential
Minimum: $250K
0.95% of AUM / year
Core wealth management for growing portfolios.
- Dedicated financial advisor
- Customized investment portfolio
- Quarterly portfolio reviews
- Tax-loss harvesting
- Online dashboard access
- Annual financial plan update
Most Popular
Premier
Minimum: $1M
0.75% of AUM / year
Enhanced services for established wealth.
- Everything in Essential, plus:
- Monthly portfolio reviews
- Estate planning coordination
- Tax optimization strategy
- Retirement income planning
- Priority advisor access
- Alternative investment access
Private Client
Minimum: $5M
0.50% of AUM / year
Full-service family office capabilities.
- Everything in Premier, plus:
- Dedicated advisory team
- Family office services
- Philanthropic planning
- Next-generation education
- Consolidated reporting
- Concierge services
- Private equity access
Detailed Fee Schedule
Fees decrease as your portfolio grows
| Assets Under Management | Annual Fee | Annual Cost |
|---|---|---|
| $250K — $500K | 0.95% | $2,375 — $4,750 |
| $500K — $1M | 0.85% | $4,250 — $8,500 |
| $1M — $3M | 0.75% | $7,500 — $22,500 |
| $3M — $5M | 0.65% | $19,500 — $32,500 |
| $5M — $10M | 0.50% | $25,000 — $50,000 |
| $10M+ | Custom | Negotiated |
Zero Hidden Fees — Guaranteed
What You See Is What You Pay
We never earn commissions from product sales. There are no transaction fees, performance fees, or surprise charges. Our single, transparent management fee covers everything.
No commissions
No transaction fees
No performance fees
No account minimums*
*Minimum investment thresholds apply per service tier