Pricing

Our philosophy is that your costs should be directly related to the value of advice you receive. The transparent nature of our pricing model ensures that you can monitor the value for cost equation effectively.

$500 000-> 1 Million
of investible assets

 

Cost of Advice 1%
Average product cost 0.95%
Total 1.95%

* For each $100,000 = 1950 per year

*based on current model portfolios and

may be subject to change based on

individual needs or market conditions

1 Million-> 2.5 Million
of investible assets

 

Cost of Advice 0.90%
Average product cost 0.85%
Total 1.75%

* For each $100,000 = 1750 per year

*based on current model portfolios and

may be subject to change based on

individual needs or market conditions

2.5 Million +
of investible assets

 

Cost of Advice 0.7%
Average product cost 0.75%
Total 1.45%

* For each $100,000 = 1450 per year

*based on current model portfolios and

may be subject to change based on

individual needs or market conditions