Annual fee for Wealth management
The annual fee for wealth management services is based on a percentage of assets in your account and is set forth in the following annual fee schedule:
Under $3,000,000 — 1.00%
$3,000,000 – $4,999,999 — 0.75%
$5,000,000 — $14,999,999 — 0.50%
Above $15,000,000 — 0.25%
wealth management is an ongoing service which combines financial planning + INvestment management
Once your financial plan is delivered it’s our job to monitor and optimize for efficiency at all times. We then leverage an evidenced based investment strategy to help you reach your retirement and wealth goals.
This is an ongoing service and works best for folks looking to delegate investment management.
We implement globally diversified portfolios and Nobel Prize winning research with leading money managers. We do not believe you can beat the market, but you can capture it. We elevate your current investment strategy and use resources from leading academics like Eugene Fama or Kenneth French to help you achieve a great investment experience.
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