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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.)


Schedule an Introductory Call