Our fees are based on a combination of your income and assets.The minimum fee for clients is $5,900/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 for 0.25% of the assets we manage. We layer human advice on top of the automated assistance provided via both TD Ameritrade and Betterment Institutional.