Your Annual Investment

We 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.

Our flat annual fee for holistic wealth planning services is calculated based on assets under management you entrust us with. 

For example, if we manage $2,000,000 worth of your assets, your annual fee would be set to $17,000: $13,500 on the first $1,500,000 and $3,500 on the next $500,000.

Minimum Fee

Instead of setting a certain required account minimum to work with us, we impose a minimum annual fee of $10,000 regardless of the size of their investment portfolio. The minimum fee is subject to annual adjustment for inflation.

How Fee is Paid

You pay a fee on a quarterly basis. We can either deduct it from your investment account or bill directly.