Pricing

$18,000 ANNUAL Fee

Our $18,000 annual advisory service is designed for those who are retired with investable assets of $2-5 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.

Clients who are retired and have investable assets over $5 million should expect to pay more than $18,000 per year. The fee will be customized for each client based on the level of investable assets and complexity.

In all cases 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.

There are circumstances where our fee would be more than $18,000 per year even if investable assets are below $5 million. Examples include not yet retired; beneficiary, grantor, or trustee of irrevocable trusts; highly structured legal estate; 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.