Pricing
$15,000 ANNUAL Fee*
Our $15,000 annual advisory service is designed for those who are retired with investable assets of $1.5-5 million. Within this asset range, our fixed-fee pricing means that your fee doesn’t increase simply based on the balance of your portfolio. Compared to advisors who typically charge 1% of assets under management (AUM), our services tend to be a much better value without compromising quality.
*Additional Details
The fee will be agreed upon prior to entering a formal agreement and is reviewed periodically. The fee is billed in quarterly increments and deducted from your managed accounts. While most people in retirement within between $1.5-5 million can expect to pay $15,000 per year, there are circumstances where a custom fee arrangement is appropriate.
Examples of when fees may be higher include: not yet retired; beneficiary, grantor, or trustee of irrevocable trusts; highly structured legal estate; investable assets in excess of $5 million; private or illiquid investments; complex family relationships; multiple real estate holdings; or otherwise have a lot of complexity in your financial life. In these circumstances a custom fixed-fee arrangement will be agreed upon prior to formalizing our relationship.