OUR pricing MODEL

Fee-Only Fiduciary Pricing

We are fee-only, which means that there are no commissions; we are only paid by AUM (Assets Under Management). As a fee-only firm, we do not receive commissions from products and are only paid by our clientes, eliminating the conflicts of interest common in the financial industry and ensuring our advice is always aligned with your best interests.

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Fee Structure

$0 – $1M

1.00%

OF AUM

*Fees are charged in tiers: 1.00% on the first $1M, 0.75% on assets from $1M to $5M, and 0.50% on every dollar over $5M.

$1M – $5M

0.75%

OF AUM

Over $5M

0.50%

OF AUM