Full Service Fee Schedule

Fees are based on complexity and your investment balance.
They include a one-time implementation fee, a monthly fee, and an AUM fee.

As your investment balance grows, monthly fees are discounted and AUM fees drop.

Associate & Basic Owner

Associates and small,
early-career practice owners

Investment fee +
$0-295 / Month
+$495 for initial strategy

To estimate your annual fee, input your anticipated investment balance

$

AUM @ 1.5% ()
Monthly fee @ ()
Annual fee (est.):

How is this calculated?

Practice Owner

Established owners of
single-location practices

Investment fee +
$0-495 / Month
+ $1,995 for initial strategy

To estimate your annual fee, input your anticipated investment balance

$

AUM @ 1.5% ()
Monthly fee @ ()
Annual fee (est.):

How is this calculated?

Advanced Owner

Large or multi-location
practice owners

Investment Fee +
$0-795 / Month
+$2,995 for initial strategy*

To estimate your annual fee, input your anticipated investment balance

$

AUM @ 1.5% ()
Monthly fee @ ()
Annual fee (est.):

How is this calculated?

Associate & Basic Owner

Implementation Fee* — $495

Investment Balance AUM Fee Monthly Fee
<$500K 1.5% $295
$500K – $750K 1.5% $195
$750K – $1M 1.5% $95
$1M – $2M 1.0% $0
$2M – $3M 0.75% $0
$3M+ 0.5% $0

*New clients pay a one-time implementation fee that includes building an accounts dashboard, organizing documents, preparing a net worth statement, and delivering an initial strategy.

Full Service Planning

Personalized guidance for dentists to gain control of their finances and build wealth with intention.

Unlimited, one-on-one guidance from a dedicated CERTIFIED FINANCIAL PLANNER™ professional

Includes:

  • Unlimited calls, emails, and meetings with a dedicated CFP® professional
  • Initial action plan and regular reviews
  • 3 progress check-ins per year
  • Online dashboard
  • Portfolio management (CFA® charterholder)
  • Office retirement plan

Practice Owner

Implementation Fee* — $1,995

Investment Balance AUM Fee Monthly Fee
<$500K 1.5% $495
$500K — $750K 1.5% $395
$750K – $1M 1.5% $295
$1M – $1.25M 1.0% $195
$1.25M – $1.5M 1.0% $95
$1.5M – $2M 1.0% $0
$2M – $3M 0.75% $0
$3M+ 0.5% $0

*New clients pay a one-time implementation fee that includes building an accounts dashboard, organizing documents, preparing a net worth statement, and delivering an initial strategy.

Advanced Owner

Implementation Fee* — $2,995

Investment Balance AUM Fee Monthly Fee
<$500K 1.5% $795
$500K — $750K 1.5% $695
$750K – $1M 1.5% $595
$1M – $1.25M 1.0% $495
$1.25M – $1.5M 1.0% $395
$1.5M — $1.75M 1.0% $295
$1.75M – $2M 1.0% $195
$2M – $2.25M 0.75% $95
$2.25M – $3M 0.75% $0
$3M+ 0.5% $0

*New clients pay a one-time implementation fee that includes building an accounts dashboard, organizing documents, preparing a net worth statement, and delivering an initial strategy.