The ongoing price for our services is based on your net worth (assets – liabilities) and is paid on a monthly basis. We charge 0.24% of net worth up to $2 million and 0.12% above $2 million, with a minimum of $250 per month and maximum of $700 per month.
New clients also pay a one-time start-up fee. See the chart on the right for examples of ongoing and start-up pricing at various levels of net worth.
Monthly payments are paid in arrears (i.e. for each past month) and are reset biennially.