$0 minimum. We are along for the whole journey, not just the end.

For all personal assets, there is one cost based on your net worth.
What is net worth?
Net Worth = Assets (Items you own) – Debt (Items you owe)
We take your net worth as an annual subscription into monthly amounts. The amount covers all of the services we provide. We then review your net worth every two years and will adjust accordingly, whether that is up or down. You will always know the amount you pay every month.
A one-time cost of $300 for onboarding.
Net Worth Annual Fee
$0 - $1,000,000 (Minimum fee of $150 per month) 0.50%
$1,000,001 - $2,000,000 0.40%
$2,000,001 - $4,000,000 0.35%
$4,000,001 - $6,000,000 0.30%

*All amounts over $6,000,000 qualify for a discounted rate.

*All amounts over $6,000,000 qualify for a discounted rate.

 

*All monthly amounts are rounded down to the nearest $5 increment.

Example = Net Worth of $1,300,000
1,300,000 * 0.40% = $5,200 or $430 per month.
For all business retirement plan needs, please reach out and we will walk through our pricing structure to provide a total, all-in cost assessment.

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