Our fees are based on a combination of your income and net worth.The minimum fee for clients is $4,200/year, which is broken out over a 12 month cycle with an annual commitment. It’s akin to a subscription to personal finance experts.

 

Investment Management

Investment management is offered as a separate service and costs 1% of your managed assets per year.  We layer human advice on top of the automated assistance provided via both TD Ameritrade and Betterment Institutional.