Our fees are based on a combination of your income and net worth.The minimum fee for clients is $3,300/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 is offered as a separate service and costs 0.80% of your managed assets per year. We layer human advice on top of the automated assistance provided via both TD Ameritrade and Betterment Institutional.
Unlike most advisors, we have no account minimums. We want to help you get started on a lifelong path to wealth.