In a world where financial clarity is paramount, our annual flat fee pricing model stands out by offering transparency, predictability, and simplicity.
We are focused on working with a select number of households for deeper long-term relationship rather than a priority on raising assets.
Unlike the traditional Assets Under Management (AUM) model where you may experience a big jump in fees between a $2 million dollar and a $4 million dollar nest egg, which may lead to unpredictable fees and potential conflicts of interest, our annual flat fee pricing models helps you gain predictability, understanding of what you are paying, and hopefully help you to retain more wealth long-term.
We believe wealth management is more than just investment management. It’s helping our clients solve complex financial decisions that may lead to long-lasting impact for themselves and their loved ones.
Our Annual Flat Fee Pricing Model
HENRYs | High-Earning, High-Taxed
Households with managed assets from $500K up to $1 Million
Annual Flat Fee $8,400
For High-Earning households, you face unique financial challenges, including high taxes and the need to maximize every dollar towards creating wealth
Our Focus Area Offers You:
- Predictable Monthly Fee: Know exactly what you'll pay each month ($700 per month).
- Comprehensive Services: From financial planning to investment management, our services are designed to help you improve tax efficiency, optimize savings, and plan for the future.
- Tax Profile Analysis: Tailored strategies to reduce your long-term tax burden and increase your income's ability to generate wealth
- Average Annual Savings versus ($1 Mil) Blended AUM model: $1,600
HNW | Next Door Millionaires
Households with managed assets from
$1 Million up to $5 Million
Annual Flat Fee $15,000
For High-Net-Worth individuals, you may need more advanced strategies to help manage your wealth while protecting from outliving your assets in retirement
Our Focus Area Offers You:
- Predictable Monthly Fee: Know exactly what you'll pay each month ($1,250 per month)
- Advanced Investment Options: Advanced investment options become available for longer term diversification and real assets
- Advanced Retirement Tax Strategy: Optimize your potential long-term tax burden during retirement phrase to help you use more of nest eggs to sustain your lifestyle from running out of money.
- Average Annual Savings versus ($5 Mil) Blended AUM model: $27,000
VHNW | Generational Wealth Creators
Households with managed assets
$5 Million to $10 Million
Annual Flat Fee $36,000
For those creating generational wealth, every financial decision is critical in helping to create a greater impact for your family or community
Our Focus Area Offers You:
- Predictable Monthly Fee: Know exactly what you'll pay each month ($3,000 per month)
- Long-Term Savings and Lifestyle Sustainability: Protect your wealth endures and supports your lifestyle for generations.
- Advanced Estate Planning: Review advanced tax and estate strategies to protect and transfer your wealth efficiently ahead of the 2026 TCJA sunset
- Average Annual Savings versus ($10 Mil) Blended AUM model: $31,000
Custom Annual Pricing for Private Clients and Non-Profits
With $10 Million or more in assets
For clients with significant assets, we offer custom Annual Flat Fee pricing that will not exceed 2% of assets under management.
Contact us to discuss a tailored plan that meets your specific needs.
Our Wealth Management Services Includes:
Ongoing Wealth Planning Services:
- Financial Planning
- Retirement Income Planning
- Tax Profile Analysis
- Estate Planning including optional document drafting
- Prosperity Protection Planning
- Investment Analysis
- Business Valuations for Planning Purposes (For Business Owners)
- Personal Wealth Hub
- Scheduled Client Meetings
Ongoing Investment Management Services:
- Discretionary Investment Trading
- Active Portfolio-Level Tax Planning
- Integrated Held-Away Management (401K, 529, HSA, DAF, Trust)
- High-Yield Institutional Cash
- Fixed Income Analysis
- Annuity Analysis
- Asset-Lending Analysis
- Direct Indexing (if applicable)
- Trust and Charitable Giving Investment Management
Convenient and Transparent Monthly Billing
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 to ensure a seamless and transparent payment process.
A recent Kitces Advisor Impact study highlighted:
Philosophy
Our annual flat fee pricing model is designed to provide transparency, predictability, reduce conflicts of interest, and maintain our firm‘s focus on adding value for our long-term client relationships instead of a never-ending race to add new assets.
NOTE:
Our wealth management services start for clients with at least $500,000 in managed assets. For those not ready to engage at this level, we offer limited one-time planning solutions or hourly consulting at $350/hr.
Total households assets under management may include held-away assets such as 401K, TSP, 529s, or institutional high-yield cash. We work with industry-leading custodians and award-winning investment platforms.
Reach out to us to learn more.