Flat Fees

Flat Fees

Fewer than 5% of all advisors charge flat fees ONLY. We're in that 5% because:

  • Why would we charge you more just because you have more money? Or serve you less thoroughly because you have less? Traditional asset-based fees create too many conflicts of interest, which we discuss in detail here.
  • We also don't want to be incentivized to sell you ANY particular financial product.
  • Commissions, like just asset-based fees, also create conflicts of interest.

It's not perfect, but the outcome of our fee structure is that we are always a fiduciary. We cannot "turn off" our fiduciary responsibility for certain services or for any reason. Our flat annual fees are billed quarterly, based on client complexity.

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