1% Fee Structure
Simple, Transparent, Asset Based
Flat 1% Fee on first $2 Million
Negotiable tiers above $2 million.
Minimum $10,000 annual fee.
No commissions. No kickbacks. No hidden anything.
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.