Our Fee Structure

We believe in full transparency when it comes to fees. Our pricing is based on the services you need, the complexity of your situation, and the assets we manage on your behalf.

Financial Planning Advice Only For clients who need planning guidance without ongoing investment management
$350 per hour

Our advice-only service provides comprehensive financial planning on an hourly basis. Ideal for clients who want professional guidance on a specific question, a one-time financial plan, or ongoing planning support without investment management.

* Minimum engagement fee of $5,000
Investment Management Wealth Management AUM-based fees for assets up to $10M

Fees are calculated as a percentage of assets under management (AUM) using the tiered schedule below.

Assets Under Management Annual Rate
First $1.0M 1.00%
Next $5.0M 0.75%
Thereafter 0.50%
* Minimum annual fee of $8,500. For total investable assets over $10M, please reference our Integrated Multi-Generational Family Planning services below.
Multi-Generational Planning Integrated Multi-Generational Family Planning Comprehensive family office solutions for families with $10M+ in investable assets

Fees are calculated as a percentage of assets under management (AUM) using the tiered schedule below.

Assets Under Management Annual Rate
First $10M 0.50%
Next $25M 0.40%
Thereafter 0.30%
* Additional fees are structured based on the breadth of services required. A minimum annual fee of $50,000 applies.
This service includes the full breadth of our Integrated Multi-Generational Family Planning capabilities — investment management, tax and estate planning, risk and insurance oversight, philanthropic strategy, family governance, business owner services, concierge advisory, and trustee coordination. View all services included →