Let’s look at our fees in the context of what you’re paying now.
Your Current Fee Structure
Wealth management fees are almost universally based on a percentage of investments under management. Industry norms vary by product and firm but range from 0.6% to 2.5% of investment assets.
The problem with this industry standard model is how little value you get for your money. Investments are the focus, leaving you to handle many of the difficult matters on your own. We think you deserve more for your money.
We’re Radically Different
We deliver a full range of financial advice and services affecting your entire net worth for about what you pay now for investment management.
We help you with a full range of matters related to:
- Estate planning and trust administration,
- Aggregated record keeping and reporting,
- Investment management,
- Income tax planning and compliance,
- Risk management (tax and financial risk),
- Philanthropic planning,
- Specialized services and family education,
- Document and data management.
We negotiate our fees based on the scope of services you need. For some this means we work on an annual retainer, for others we work on a project-by-project basis, and there are cases where hourly consulting makes the most sense.
Bottom-line, you get comprehensive UNBIASED ADVICE™, including investment management, for about what you pay now for investment management.
Historical averages show our fees range from 0.4% to 1% of net worth. However, the larger your net worth, the lower your fees on a percentage basis. Obviously, everyone’s situation and needs are different, which is why we negotiate fees accordingly.
To ensure we’re a good fit for you, we’ve established some guidelines to help you make an informed decision. Typically, to work with us, you need one or more of the following to be true.
- A Family Income of $750,000 or More
- A Net Worth of Over $10 Million Dollars
Besides these economic factors, it’s equally important that we’re a good cultural fit for you as well.
To gauge this cultural fit, contact our office to discuss our services directly.