Advisory
Transparent, Bespoke Fees
We believe you should understand exactly what you pay and why before any engagement begins. Our fee structures are designed to align our incentives with your outcomes — not to gather assets.
$15B+
SEC-Registered
Forbes Financial Council
Barron’s Recognized
40+ Years Combined
Human Wealth™ Planning
Human Wealth planning is an ongoing process — not a one-time document. Whether you are an individual, a family, or a business entity, your planning fee is charged monthly and based on your net worth. This ensures we are compensated for thinking about your entire financial picture, including real estate, business interests, and liabilities — not just your investment accounts.
Monthly fee based on net worth
Tailored for individuals, families, and business entities
Covers all 16 elements of the Human Wealth ontology
Investment Management
Investment management fees are based on the amount of assets we manage on your behalf. Fees can range from approximately 1% to 0.4%, depending on the total assets under management and whether you are also a planning client.
AUM-based fee structure
Competitive fee range from 1% to 0.4%
Tiered pricing that rewards scale
Better Together
Clients who bundle Human Wealth planning with investment management receive a meaningful breakpoint on their investment fees. This is not an arbitrary discount — when we are already doing your comprehensive planning, the investment management becomes more efficient. We understand your full systemic picture, which reduces complexity and allows us to manage your portfolio with greater precision and lower effort.
Bundled clients receive discounted investment fees
Planning reduces investment management complexity
Aligned incentives across all services
Our Commitment to Clarity
Every client relationship begins with a transparent conversation about fees. Before any services begin, you will clearly understand what you are being charged, how it is calculated, and what you receive in return. Our fees are bespoke — tailored to the scope and complexity of your situation — but they are never hidden.
Fees communicated before services begin
No hidden charges or asset-gathering incentives
Bespoke pricing based on engagement scope
All fees are subject to the scope and complexity of the engagement and are communicated transparently before services begin. Past performance does not guarantee future results.
Ready to discuss your plan?
No obligation. No pressure. Just a conversation about what matters to you.