Fees
Transparent fee-only pricing
One annual fee based on assets. Tiered with breakpoints. No commissions, no kickbacks, no hidden costs.
Asset-based fee schedule
Annual advisory fee tiers
Standard
1.00%annually · first $2M
For households with $1.5M – $5M in investable assets.
- ✓Comprehensive planning included
- ✓Tax planning + CPA coordination
- ✓Quarterly review meetings
- ✓Annual deep-dive review
- ✓Direct advisor access
Most clients
Tier 2
0.75%annually · $2M – $10M
Tier rate applies to assets between $2M and $10M; effective blended rate decreases.
- ✓All Standard tier features
- ✓Estate + legacy planning emphasis
- ✓Multi-generational coordination
- ✓Annual private investment access review
Tier 3
0.50%annually · over $10M
Tier rate applies to assets over $10M; effective blended rate further decreases.
- ✓All previous features
- ✓Family office coordination if applicable
- ✓Custom alternative investment access
- ✓Quarterly partner-level review
Fees are tiered (not flat). Example: a $5M portfolio pays 1.00% on the first $2M + 0.75% on the next $3M = effective 0.85%. Schedule details vary slightly for clients with substantial concentrated stock + complex situations.
Common fee questions
What clients ask about fees
- Quarterly, in arrears (after the period ends), from your custodian — usually a money-market account so we don’t need to liquidate holdings.