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.
Basic Package
1.50%
/ daily percentage
- $200 : minimum
- $9,999 : minimum
- Duration : 14
- 24/7 & support
Standard Package
2.00%
/ daily percentage
- $10,000 : minimum
- $49,999 : minimum
- Duration : 14
- 24/7 & support
Elite Package
4.00%
/ daily percentage
- $50,000 : minimum
- $149,999 : minimum
- Duration : 7
- 24/7 & support
Premium Package
5.00%
/ daily percentage
- $150,000 : minimum
- $100,000,000 : minimum
- Duration : 7
- 24/7 & support
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.