Pricing
One fee schedule.
One fee schedule.
Same for everyone.
We publish our fees instead of negotiating them by relationship size. Every tier includes full wealth planning — it's never billed as an add-on.
Foundation
0.90%
/ year on assets
For individuals and families starting their first managed portfolio.
- $250,000 minimum
- Concentrated equity & bond portfolio
- Quarterly letter & annual review
- Core tax & estate planning
Most common
Stewardship
0.68%
/ year on assets
Our standard mandate for established households and multi-account relationships.
- $1,000,000 minimum
- Everything in Foundation
- Direct portfolio manager access
- Private credit fund access
- Multi-generational planning
Institutional
0.42%
/ year on assets
For foundations, endowments and pension pools operating under a board.
- $5,000,000 minimum
- Published investment policy statement
- Committee-ready reporting
- Independent annual audit
Fees shown are annualised and billed quarterly in arrears against average assets under management. No performance fees on any tier.
No lock-in contracts
Leave with 30 days' notice, any time, for any reason — assets transfer out in-kind.
Independent custody
Assets sit at an SIPC-insured third-party custodian — we never take direct custody.
Fully published fees
Every tier's fee schedule is on this page. No relationship pricing, no fine print.
Not sure which tier fits?
Tell us your situation and we'll recommend one — no pressure, no obligation.