One of our core focuses is to make our pricing as clear and transparent as possible. We never collect commissions or kickbacks of any kind, as we aim to keep costs low for our clients.
This fee is based on what you, or you and your spouse, have in investable assets which we manage.
$0 - $500,000
0.85%
$500,001 - $1,000,000
0.75%
$1,000,001 - $2,000,000
0.65%
$2,000,001 - $5,000,000
0.45%
$5,000,001 - $10,000,000
0.35%*
$10,000,001 - $25,000,000
0.20%*
*Contingent fee. This fee is based on the complexity of your financial life and/or your net worth.
This fee is based on the total assets of your company retirement plan. Our fee, along with all administration fees and matching contributions, qualify as a business expense / tax deduction.
$0 - $500,000
0.80%
$500,001 - $1,000,000
0.70%
$1,000,001 - $3,000,000
0.60%
$3,000,001 - $5,000,000
0.50%
$5,000,001 - $10,000,000
0.40%
Over $10,000,001
0.30%*
*Contingent fee. Number of plan participants and other factors may impact this fee.
