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Fee Overview


What We Charge*

Assets Under Management (AUM)

AUM %

$0-1M

1.00%

$1M- $2M

0.85%

$2M-$3M

0.75%

$3M-$5M

0.65%

$5M+

0.50%


*We believe in full transparency which is why we are posting our advisory fee here. There are additional investment manager fees that we will share before we do anything, but they vary by manager, and we want to consult with you before we finalize those. Most are between 0.10%-0.45%.


Have Any Questions About Our Fees or Working With Us?

Reach out to our team.

Contact Us