Pricing
AUM Rates
Assets Under Management % Charged
Tier 1 $0-$1,000,000 1%
Tier 2 $1,000,000-$2,500,000 0.85%
Tier 3 $2,500,000-$5,000,000 0.75%
Tier 4 $5,000,000-$10,000,000 0.65%
Tier 5 $10,000,000+ 0.45%
Tier 1 $0-$1,000,000 1%
Tier 2 $1,000,000-$2,500,000 0.85%
Tier 3 $2,500,000-$5,000,000 0.75%
Tier 4 $5,000,000-$10,000,000 0.65%
Tier 5 $10,000,000+ 0.45%
Hourly Rate
For clients seeking assistance on a limited or project-specific basis, hourly consulting services may be available. Because our primary focus is on ongoing client relationships, we accept hourly engagements selectively. Each request is reviewed on a case-by-case basis based on the scope of work, complexity, and our ability to provide meaningful value. Please contact us to discuss your needs and determine whether an hourly engagement would be appropriate.
Flat Fee
For clients seeking our White Glove Services, we offer a flat-fee arrangement for additional services beyond investment management. These services may include coordinating with tax professionals, real estate professionals, insurance providers, and pension or executive benefits specialists, as well as helping manage and oversee the various financial matters that affect your overall financial life.