If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
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.
Associates and small,
early-career practice owners
To estimate your annual fee, input your anticipated investment balance
AUM @ 1.5% ()
Monthly fee @ ()
Annual fee (est.):
Established owners of
single-location practices
To estimate your annual fee, input your anticipated investment balance
AUM @ 1.5% ()
Monthly fee @ ()
Annual fee (est.):
Large or multi-location
practice owners
To estimate your annual fee, input your anticipated investment balance
AUM @ 1.5% ()
Monthly fee @ ()
Annual fee (est.):
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.
