Pricing

We are proud of our services and believe that our fees are competitive, especially for the depth of advice we provide and the sophisticated investment solutions we build. We don't have minimum account balances to work together and we don't charge a fee on your assets over $5,000,000. Our focus is on intersecting your values and wealth, so your money works for you, how you want it to.

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Fee Schedule by Assets Under Management

First $500,000: 0.89%

Next $500,000: 0.79%

Next $1,000,000: 0.69%

Next $3,000,000: 0.59%

Above $5,000,000: FREE

Fee Calculator

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