Our Fees
Family Pricing Model
A unique fee structure that starts under 1% and keeps the focus on families by combining family assets towards total portfolio value.
We use a blended fee structure. This means your total advisory fee is calculated by applying different rates to specific portions of your portfolio. As your wealth grows, your "marginal" fee rate decreases.
Portfolio Value
| From | To | Annual Fee |
|---|---|---|
| $500,000 | $1,000,000 | 0.95% |
| $1,000,000 | $3,000,000 | 0.65% |
| $3,000,000 | $5,000,000 | 0.5% |
| $5,000,000 | $10,000,000 | 0.35% |
| $10,000,000 | And above | 0.25% |
*The $500k minimum is waived for family members of current clients.
The fee is assessed quarterly, can be negotiable, and unless otherwise agreed is based on the value of assets in the account. In addition to the annual management fee, clients may pay transaction charges, program fees, and all clients may pay administrative charges, and miscellaneous account fees and charges.
Fee Estimator
Enter your total portfolio value to calculate your blended fee.
*This is an estimate for illustrative purposes only. Actual fees may vary based on specific household billing agreements.
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