Wealth Management Fees

Fees2024-03-12T10:41:43-07:00

Our only compensation comes from our clients. As a fiduciary, our goals are always aligned with theirs and our motivation is to grow and protect our clients’ assets, not to do excessive trading or sell particular products. We provide conflict-free advice designed for each client’s personal financial path. Our fees are based on assets under management and include comprehensive investment management and financial planning.

Annual Fee Schedule

Assets Under ManagementAnnual Fee
Up to $3 million1.00%
$3 – $5 million0.75%
$5 – $10 million0.50%
Over $10 million0.35%

The minimum annual management fee is $10,000, so it makes sense to have $1,000,000 of assets under management in order to receive the best value.

The annual fee covers all investment management and financial planning services. There may be some circumstances, such as a very complicated estate, that are not covered by the normal annual fees. These services are available when needed and will be billed hourly according to the complexity of the situation.

Billing Schedule

Fees are billed quarterly and in most circumstances paid directly from the account(s) we manage for you. Our quarterly reporting to clients always shows performance net of our fees.

Nonprofit Investment Management

A financial advisory team to increase your organization’s impact
We provide investment management solutions for nonprofits. Please visit our
nonprofits page for more information and fee structure.

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