View Our Fees
Transparent Flat-Fees. No AUM.
Initial Upfront Fee
$899
+
Base Fee
$224/month or $672/quarter
More than $400,000 in Assets?
if your Household networth is between
$400,000 to $999,999
Add an additional $100/month or $300/quarter to the base fee.
IF YOUR HOUSEHOLD NETWORTH IS Above
$1,000,000
Add an additional $100/month or $300/quarter to the base fee.
Examples
The Taylor Family has a total household net worth of $200,000. Their total fees would be the $899 upfront fee and $224/month thereafter.
(Since their total household networth is below $399,999; they don't have to pay a higher monthly base fee.)
The Smith Family has a total household net worth of $500,000. Their total fees would be the $899 upfront fee and $329/month thereafter.
($224 base fee plus $100 for being in the $400,000 to $999,999 household networth range.)