Investment Fee

The cost of planning will be offset by a monthly fee until your investment fee covers the cost of our planning service. See monthly fee reduction schedule below.

At Dentist Advisors, we’ve structured our pricing to give every dentist access to holistic planning. We understand that some of you are just getting started, and many of you have postponed your savings plan in order to pay down debt or reinvest in your practice. So instead of requiring a minimum investment balance, we allow you to offset the cost of planning with a monthly fee until your investment fee is enough to cover our services.

This approach takes the emphasis away from what you’ve already saved, and puts the focus on your potential. As your investment balance goes up, a greater portion of your service charge will be covered by your investments, and your monthly fee will be reduced.

Our pricing model requires that your investments are managed by Dentist Advisors for a few main reasons:

1. Our pricing model is predicated on your investment fees as the primary source of payment.
2. We want our incentives to be aligned with the growth of your investments.
3. As the advisor who knows your asset mix, debt profile, lifestyle requirements, behavioral tendencies, and the trajectory of your practice, we are in the best position to design an investment portfolio that aligns with your risk requirements and timelines for growth.
4. Because we understand your personal and practice cash flow, we can manage the tax impact of any changes to your investment plan. This becomes important when you withdraw or reallocate your funds for any reason. The related tax consequences can significantly impact overall returns; especially for dentists who accumulate large balances of after-tax investments. A less informed party could have a more difficult time ensuring that your taxes are managed properly.

Our pricing model ultimately reflects our desire to deliver a comprehensive and long term planning experience for dentists at every career phase.