A 1% financial advisor fee can be well worth it, but the percentage alone doesn’t tell the whole story.
What matters is what’s included. A fiduciary advisor who coordinates financial planning, tax strategy, estate planning, and investment management under one fee often delivers value far beyond the cost.
Before you compare numbers, confirm two things: Is your advisor a fiduciary, obligated to act in your best interests? And does the fee cover comprehensive planning, or just portfolio management?
Some advisors charge 1% and still earn commissions on products they recommend. Others build the fee around a fully integrated team.
For households with complex financial lives, a transparent 1% fee tied to coordinated, ongoing advice is often a fair trade for expertise, time saved, and confidence in your plan.
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.
