Transparency is one of our values, so here's how it works.

 

Our advisory relationship costs $19,800/year, billed as $1,650/month. This fee level is appropriate for households with combined income and wealth of around $3,300,000 or more. There is an additional $9,600 onboarding fee.

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For existing clients, we use a sliding scale that can go below the rate for incoming clients. This would also apply to new clients in future years should their wealth and income decrease, for example through wealth distribution. 

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