Advisory Relationship Fee Schedule

Our relationships are primarily fee-based. The fees below are based on the Assets Under Advisement (AUA) - not including real estate or other physical assets. AUA minimum is $500,000. Billed quarterly.

• $500,000-$1,000,000: 1.50%
• $1,000,000-$2,000,000: 1.25%
• $2,000,000-$5,000,000: 1.00%
• $5,000,000-$10,000,000: 0.75%
• Over $10,000,000: 0.50%

NOTES

• Relationships under $500,000 by exception at 1.75%
• Advisory Fee includes ongoing, comprehensive advice and behavioral coaching
• Intake process to collect statements and data for onboarding: $100/hr (usually 1-5 hours)
• Family relationships grouped for fee purposes
• Hourly consulting available at $500/hr (2 hour minimum)
  
• Commission arrangements available as needed or desired, depending on situation and circumstances
  
• Optional platform fee of 0.35% covers portfolio implementation, management, monitoring, custody, trading costs, cost basis tracking, performance reporting, tax reporting, tax-loss harvesting, online portal, and the Bucket Strategy

As of May 1, 2025