Simple, Transparent Fees

As a fee-only fiduciary, we never receive commissions or sell products. Our advisory fee is how we are paid, and you choose the structure that fits you best.

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Flat Fee

1.20% per year on assets under management, billed monthly (one-twelfth of the annual rate) on the prior month-end balance.

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Tiered Fee

Your rate steps down as your assets grow. Each rate applies only to the portion of your assets within that range, billed monthly on the prior month-end balance:

First $100,000: 2.00%

$100,000 to $250,000: 1.75%

$250,000 to $500,000: 1.25%

Over $500,000: 1.00%

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Performance Fee

No asset-based fee. Instead, 20% of gains above your high-water mark, calculated at each calendar quarter end. If your account has not reached a new high, there is no fee. Available only to Qualified Clients as defined by the SEC.

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Custodian Fee (all fee structures)

Your account's custodian charges a separate fee, assessed quarterly on the quarter-end balance:

First $100,000: 0.18%

$100,000 to $500,000: 0.14%

Over $500,000: 0.02%

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Not sure which structure fits you? Contact us and we'll walk through it together.