Fees
Our fee schedule is clear, tiered, and discussed before engagement.
2026
2036
2046
Transparent pricing at every stage
$0 to $2M
1.00% annual advisory fee
$2M to $5M
0.80% annual advisory fee
$5M to $10M
0.60% annual advisory fee
$10M to $25M
0.45% annual advisory fee
$25M+
Custom blended schedule
Fees are billed quarterly in arrears. Blended rates apply when assets span multiple tiers.
External manager, custodian, and fund expenses are separate and disclosed in account materials.
Next step
Ready for a calmer planning rhythm?
Start with a focused introductory meeting. We review your current structure and outline a clear first-quarter plan.
Book an introduction