YOUR ANNUAL INVESTMENT
We don't look at wealth management as an expense. Rather, we see it as an investment in your future.
We get paid in two ways and charge our clients a flat annual fee which we believe is the most transparent way of paying for services. By working with us, you will always know how much you are spending and can effortlessly incorporate it in your cash flow. Flat fees also reduce conflict of interest which means that our advice always has your interests first.
Wealth Planning Fee
Our flat annual fee for holistic wealth planning services is $6,000.
Investment Management Fee
Our investment management fee is calculated based on assets under management you entrust us with.
Minimum Investment Management Fee
Instead of setting a certain required account minimum to work with us, we impose a minimum annual investment management fee of $3,000 regardless of the size of your investment portfolio. The minimum fee is subject to annual adjustment for inflation.
How Fee is Paid
You pay a fee either on a monthly or quarterly basis. We can either deduct it from your investment account or bill directly.
Fee Calculation Example
If you hire us for wealth planning and entrust us to manage $2,000,000 worth of your assets, your annual fee would be set to $23,000:
Wealth planning fee: $6,000
Investment management fee: $17,000 ($13,500 on the first $1,500,000 and $3,500 on the next $500,000).