1% Fee Structure
Simple, Transparent, Asset Based
Flat 1% Fee on first $2 Million
Negotiable above $2 million.
Minimum $8,000 annual fee.
No commissions. No kickbacks. No hidden anything.
Less than $800k to invest? Consider the Life Audit short-term engagement.
See our What We Offer page to see what is included.
Why AUM fee?
Our investment management and financial planning services are offered on an asset-based fee structure, calculated as a percentage of AUM (assets under management).
This approach aligns our incentives with yours. As your assets grow, our role remains focused on protecting, managing, and planning for your long-term success.