In a world where financial clarity is paramount, our annual flat fee model provides financial clarity with transparent, predictable, and simple monthly billing, fostering deeper, long-term relationships with a select number of households.
With the flat fee model, you may enjoy long-term value without the significant fee increases & decreases often seen in traditional AUM models based on market conditions.
Clients with $500K to $1 Million in managed assets
For high-earning-not-rich-yet (HENRY) clients, you face unique challenges, such as high taxes, large student or partnership loans, so you may need to maximize every dollar towards creating more sustainable wealth
Clients with $1 Mil to $5 Mil in managed assets
For high-net-worth clients, you know that $1 million today is not the same as 20 years ago, so you may worry about outliving your assets, while navigating more advanced investment strategies and higher taxes from big 401Ks or IRA
Clients with $5 Mil to $10 Mil in managed assets
For clients creating generational wealth, you may begin facing greater estate planning concerns with the upcoming 2026 tax sunset, so every decision is critical in helping you create a greater impact for your family or community
For clients with significant assets, we offer custom pricing. Contact us to discuss a tailored plan that meets your specific needs.
If you are not ready to engage in an ongoing wealth management relationship, you may find benefits in our limited one-time engagements options.
The annual flat fee model offers significant value compared to traditional assets under management (AUM) pricing. According to the Kitces study, the average pricing under an AUM model is approximately 0.9% for $2 million in assets and 0.8% for $5 million in assets. This translates to $18,000 in fees for a $2 million client and $40,000 annually for a $5 million client.
In contrast, an annual flat fee model provides several advantages:
Client fees are billed monthly directly from your managed investment account or a third-party platform like AdvicePay. We utilize custodial or a third-party platform for a seamless and transparent payment process.
Our transparent flat fee pricing model is designed to provide clarity, value, and comprehensive service to clients at every wealth stage. By choosing our model, you gain predictability, reduce conflicts of interest, and ensure every strategy is tailored to your unique financial needs.
Learn more by booking a 15-minute call today.