Competitive pricing with you in mind
What you pay changes as your portfolio grows.
As an investment advisory client, you’ll pay fees based on your investable assets. As investable assets increase, fees charged for those services decrease.
| Account Size (USD) | Maximum Fee |
|---|---|
| Up to 149k | 1.30% |
| 150K to 299K | 1.20% |
| 300K to 549Kk | 1.15% |
| 550K to 799K | 1.00% |
| 800K to 1.54M | 0.90% |
| 1.55 to 2.54M | 0.75% |
| Above 2.55M | 0.65% |
Find your exact rate.
We always strive to provide our clients with the rate that is best for them. This means that these fees may be subject to change. Find out exactly what you would pay by having one of our advisors reach out to you. It’s a fast and easy way to find out exactly what you would be paying for investment management.
Kickstart your financial future in 10 minutes
We always strive to provide our clients with the rate that is best for them. This means that these fees may be subject to change. Find out exactly what you would pay by having one of our advisors reach out to you. It’s a fast and easy way to find out what you would be paying for investment management.
You’re worth more than you realize.
Capitalize on your financial strengths and avoid financial pitfalls by working with an advisor that truly cares about your goals. You have the power to make your goals a reality. Let us guide you there.