Transparent pricing. No hidden costs.
We believe you should know exactly what you're paying for and why. No surprises. No fine print.
We work with clients in one of two ways, depending on your situation and preferences.
Option 1: Assets Under Management (AUM)
What you can expect:
- Financial plan
- Investment portfolio design and management
- Tax strategy coordination with your CPA
- Estate planning guidance
- Insurance review and recommendations
- Quarterly meetings and ongoing support
- Access to our network of attorneys, CPAs, and specialists
Most suitable for:
Clients who have significant investable assets and want a comprehensive wealth management relationship.
Your Investment:
Our AUM fee is competitive and transparent - starting at 1%. The exact percentage depends on the size of your portfolio, but we're happy to discuss this during our introduction call.
Option 2: Ongoing Financial Planning
What you can expect:
We provide comprehensive financial planning, strategy, and advisory services for an annual retainer. This option is ideal for clients who want our guidance and partnership but may not have significant assets to manage yet or who prefer to keep their investments elsewhere.
Financial plan
- Tax strategy coordination with your CPA
- Cash flow and income management
- Estate planning guidance
- Insurance review and recommendations
- Investment opportunity due diligence
- Business exit planning and strategy
- Quarterly meetings and ongoing support
- Access to our network of attorneys, CPAs, and specialists
Most suitable for:
Entrepreneurs in the early stages of building business, athletes who want planning and guidance but aren't ready to move all their assets, or clients who simply prefer a flat-fee relationship.
Your Investment:
Which Option Is Right for You?
We'll help you determine the best fit during our introduction call. There's no one-size-fits-all answer. It depends on your situation, your goals, and how you prefer to work with advisors.
Why our fees are worth it
Our fee is designed to pay for itself over time
Through tax optimization, insurance review, investment cost savings, and helping you avoid bad deals, the goal is for our fee to practically pay for itself.
Family CFO
You're not just paying for investment management. You're getting a comprehensive financial partnership. Tax strategy. Estate planning. Business exit planning. Cash flow management. If it touches your money, we're involved.
We're fiduciaries
We're legally obligated to act in your best interest. Always. That means no commissions, no kickbacks, and no conflicts of interest.
We're selective
We work with a small number of clients because we want to provide exceptional service. You're not a number. You're a partner.
What You Won't Pay
No commissions: We don't sell products. We don't earn commissions. We work for you.
No hidden fees: Everything is disclosed upfront. No surprises.
No transaction fees: We don't charge you every time we make a trade or adjustment to your portfolio.
Ready to Learn More?
Let's start with a 30-minute introduction call. We'll discuss your situation, answer your questions about fees, and determine if we're the right fit.