Our fees are based on your net worth (assets – liabilities). New clients pay a one-time startup fee as shown in the chart. In addition, we charge $250 per month for up to $1 million of net worth plus 0.15% of additional net worth in $500,000 increments up to $5 million and 0.1% of net worth above $5 million in $1 million increments.
See the chart for pricing up to $5 million of net worth. Please contact us for pricing if your net worth is above $5 million. Fees are paid in arrears (i.e. for each past month) and reset annually.