Pricing
Scale Should Reduce Cost — Not Increase It
Transparent pricing designed to align advisory cost with growing wealth and long-term coordination.
Fee Philosophy
Scale should reduce friction — not increase it.
Our structure reflects that.
For portfolios above $2 million, our advisory fee transitions to a flat retainer plus a reduced asset-based percentage.
As assets grow, total advisory cost as a percentage declines.
Fixed fees for coordination and planning are available for those who want structured oversight without moving assets immediately. Most clients ultimately choose full implementation.
Cost matters.
Structure matters more.
Both should improve as wealth grows.
How Do Our Fees Compare On Accounts over $1,000,000:
Average Annual AUM Fees for Holistic Wealth Management by Asset Tier (2024/2025)
| AUM Tier | Kitces Graduated (2024) Blended Rate (%) | Estimated Annual Cost Range ($) | Our Fee ($) |
|---|---|---|---|
| $1,000,000 | 1.00% | $8,500 - $12,500 | $10,000 |
| $2,000,000 | 0.90% | $17,500 - $20,000 | $15,000 |
| $5,000,000 | 0.765% | $36,500 - $40,000 | $24,000 |
| $10,000,000 | 0.6325% | $63,000 - $75,000 | $39,000 |
https://smartasset.com/financial-advisor/financial-advisor-cost
https://www.nerdwallet.com/article/investing/how-much-does-a-financial-advisor-cost
https://www.kitces.com/kitces-report-how-financial-planners-actually-do-financial-planning/
START WITH STRUCTURE
You've Built Something Meaningful.
Before your next major decision, determine whether the structure supporting it is as strong as the effort that created it.
If it is we'll tell you. If it isn't we'll show you where.
A focused conversation. No pressure just clarity.