Costs vary by fee model. Atypical structure is an assets-under-management fee, which is often around 1% for portfolios in the $1 million to $5 million range, with the percentage typically declining at higher asset levels. Other options include flat fees, hourly rates, and project-based pricing. Considering what is included in the fee — not just the percentage — is the best way to evaluate whether the cost is justified for your situation.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
