Our Fee Structure
Our fee structure is built entirely on transparency and fiduciary alignment, offering unbundled, conflict-free pricing options tailored exclusively to the complexity of your wealth.
Investment Management
Our transparent, tiered AUM fee schedule scales dynamically with your assets, ensuring our fiduciary interests remain fully aligned with your wealth's growth. For qualified portfolios requiring advanced strategies, we also offer tailored derivatives overlay management to actively hedge risk and enhance yield.
[Includes financial planning for the funds we manage]
My fee structure
Total Asset Under Management
$50,000 - $100,000
$100,001 - $250,000
$250,001 - $1,000,000
$1,000,001 - And Up
Annual Fees
0.80%
0.60%
0.40%
0.20%
Please find detailed fee calculations for investment management in our ADV 2A (Page 4 - 5)
Financial Planning
Our transparent, flat-fee pricing model allows clients to engage us exclusively for strategic, goal-specific financial planning without requiring asset under management (AUM) onboarding.
My fee structure
Fixed rate for creating client financial plans is between $1,000 and $10,000
Final rate will depend on type of client, complexity of work and need for additional services.
Consulting
For investors seeking an unbiased evaluation, targeted guidance, or a professional validation of an existing strategy, we offer hourly-based consulting and comprehensive portfolio reviews. This flexible structure allows you to secure institutional-grade expertise for isolated financial questions without the friction of a long-term advisory contract.
My fee structure
Flat Rate of $250/Hour