How Our Flat Fee Works: A Clearly Superior Approach for High Net Worth Families

We are proud members of the FLAT FEE revolution in wealth management due to its simplicity, transparency, and potential cost savings for investors. 

We charge an annual fee of $10,000, payable quarterly, which includes all members of a single household. There are no restrictions on the number of accounts or the size of the portfolio.

Furthermore, as fiduciary fee-only advisors, we do not receive any commissions, kickbacks, sales charges, or placement fees. Our sole commitment is to you and your financial well-being.

Know What You Are Going to Pay... In Advance

One of the key advantages of flat fee wealth management is its transparency. Our clients know upfront exactly how much they will pay for the services they receive, eliminating any ambiguity or surprises. This transparency fosters trust between us and our clients, as they have a clear understanding of the value they are receiving for their fees.

Long Term Cost of AUM

Flat fee models typically are more cost-effective for investors, especially those with larger portfolios. Unlike the AUM model, where fees increase as assets grow, flat fee arrangements allow clients to benefit from economies of scale. This means that as their portfolios increase in value, the fee as a percentage of assets decreases, potentially resulting in substantial savings over time.

*Chart shows the impact of fees on a $5,000,000 portfolio with an annualized return of 6.5% over a 20 year period. Assumes no contributions or distributions. AUM fees are industry average, ranging from .0.75% - 1.00%. The use of a 6.5% annualized return is in no way indicative of an actual return realized by a client. No guarantee of a return is implied or intended. All investing involves risk. Data available upon request.

Fiduciary Responsibilities

As flat fee financial advisors, like all financial advisors, we are held to a fiduciary duty when providing advice and services to our clients. This fiduciary duty requires us to act in our clients' best interests, putting our clients' needs ahead of our own and providing unbiased, objective advice.

In our opinion, advisory firms that charge the AUM structure violate this core tenant of the Fiduciary rules. 


Ready to get started?

Contact us to schedule time to review how you can be part of the Flat Fee Revolution!