All Your Fees, Right Here
We want you to know what you are paying, no more “gotchas” in the fine print.
Ongoing Planning and Investment Management
$300/mo
No additional AUM % fees
Best for: Delegators
We build a comprehensive financial plan
We meet throughout the year
We will answer any of your questions
We manage the investments for you
Project-Based Financial Planning
$1,500 - $3,000
depending on your life complexity
Best for: DIYers
We build your financial plan, tackling specific areas in 6 months
We meet three times
We will answer any of your questions
We do not manage your investments
Additional Costs to Third Parties
Custodian Fees (Only if We Manage Your Investments): Paid to Altruist who holds your investments. We aim to make operational costs of your account minimal. Click here for their fees.
Investment Fund Costs: Paid to the fund managers who handle your investments. We keep this cost low by investing in index funds. The average cost of our portfolios is 0.04%.
Other Professionals: Paid as a separate fee if you need their services. Here is a rough estimate. Actual fees could differ.
Estate Planning Lawyers: $3,000 - $5,000 for an estate plan
Tax Preparers: $500-$1,500/yr
Insurance Brokers: Commissions are embedded in the premiums you pay.