Fees
*** New clients after 3/31/2025. Fees and minimums for existing clients may be different.
Fixed Advisory Fee
$200 per month + $600 upfrontFees may vary depending on client situation
- No minimum account size
- Unlimited financial planning
- Investments generally limited to Target Date, Balanced, or other similar types of ETFs or mutual funds.
- Fees paid by credit card or bank debit
- Conversion to Asset Based Fee expected at some point
Asset Based Fee
0.5% – 0.75%Fees depend on portfolio strategy and size
- $500,000 minimum portfolio size
- Unlimited financial planning
- Custom investment strategy
- Fees deducted from investment account(s)
- Portfolios below the minimum may be charged a higher rate