All Your Fees, Right Here

Ongoing Planning and Investment Management

0.8% annual fee

of investments we manage

We want you to know what you are paying, no more “gotchas” in the fine print.

  • 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

$3,000 - $5,000

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

  • You manage your investments

Additional Costs to Third Parties

  • Custodian Fees (Only if We Manage Your Investments): Paid to Altruist who holds your investments and processes your accounts. We aim to make this 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.