Easy to understand, transparent pricing.
Fees are negotiable.
Annual Contract. Investment fees are paid Quarterly, in arrears.
Flat Fee of
Annual Contract, Paid Monthly, Quarterly. or Semi-Annually.
For individuals (and families), who seek investment management services only. Investment Management services are based on a percent of assets under management (AUM). Note: Our Investment Management service is offered at no additional cost to our Family Office clients.
For example, if a household’s combined account(s) value was $2,500,000, the client would pay an effective fee of 0.99%, with an annual fee of $24,750.
The quarterly fee is determined by the following calculation: (($500,000 x 1.15%) + ($500,000 x 1.05%) + ($1,000,000 x 0.95%) + ($500,000 x 0.85) ÷ 4 = $6,187.50. Please see our Advisor Brochure for more details.
AUM (Assets Under Management) includes both discretionary (e.g. Taxable Brokerage) and non-discretionary accounts (e.g. 401(k) plans), that are explicitly under our management.
If you’re a current student (or recent graduate), check out our Young Professionals program.