Our fees are simple, transparent and low
We never earn commissions based on where we invest your money
| Plan | Account Balance | Annual Fee |
| STARTER |
$200,000 to $500,000 | $2,000 flat fee* |
| PRO | $500,001 to $5,000,000 | 0.40% of account balance |
| ELITE | $5,000,001 to $10,000,000 | 0.35% of account balance |
| ULTRA | > $10,000,000 | 0.25% of account balance |
“Low fee” should be considered relative to services provided. As cited by Investopedia, the average percentage of assets under management (AUM) fee charged by financial advisors in 2021 was 1.02% annually.
* Equivalent to 0.40% to 1%, depending on your account balance
Other than our fees listed above, the only other costs are the relatively low expenses of the funds you’ll own and very low transaction fees charged by the custodian (Charles Schwab).
Our services cover development of portfolio policies and asset allocation plans, on-going research and analysis, and day-to-day management and execution of the individual investment portfolios.
Have a 401k from your old employer? We can help you roll it over to a Low Carbon IRA.