Transparent Pricing Aligned With Your Growth
We believe in straightforward, conflict-free pricing. As your assets grow, your effective fee declines.
| Managed Assets (Marginal Tiers) | Annual Advisory Fee |
|---|---|
| On the first $1,000,000 | 1.00% |
| On the next $1,000,000 (from $1M to $2M) | 0.90% |
| On the next $1,000,000 (from $2M to $3M) | 0.80% |
| On the next $1,000,000 (from $3M to $4M) | 0.70% |
| On the next $1,000,000 (from $4M to $5M) | 0.60% |
| On wealth assets above $5,000,000 | 0.50% |
How Your Advisory Fee is Calculated (Marginal Assessment)
Our advisory fees are assessed marginally using a blended model, ensuring your effective rate scales down cleanly as your wealth grows. Higher assets only reduce the fee for the portion of wealth within that specific bracket—not your entire portfolio.
Example Portfolio Evaluation ($2,500,000):
The first $1,000,000 is billed at 1.00%
The next $1,000,000 is billed at 0.90%
The remaining $500,000 is billed at 0.80%
This blended calculation method ensures a fair, progressive pricing structure that aligns entirely with your portfolio expansion.
Minimum Fee: $600 annually.
Fees are typically deducted directly from managed accounts. If your account is smaller, any difference to meet the minimum is billed separately.