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Private Wealth Management Fee Schedule

Private Wealth Management fees are based on complexity and your investment balance. Fees 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

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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

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Get Started

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*

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Get Started

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.