Flat Fee. A Better Approach.
No more hidden fees or complex pricing structures.
With us, you'll enjoy complete transparency. We charge $10,000 per year, paid quarterly. This fee covers includes all services involved with holistic wealth consulting.
As a Fiduciary, we do not receive any other form of compensation, such as placement fees or product commissions. Our loyalty is solely to you, our valued client.
How Much Did you Pay Your Advisor Last Year?
Unfortunately, traditional advisors utilize a percentage based fee structure. As your account grows, so does their fee.
Our flat fee model ensures that you know exactly what you're paying for our services. You can have peace of mind knowing that our compensation is not tied to the products we recommend or the size of your portfolio, eliminating any potential conflicts of interest.
Stop paying for your advisor to go on vacation instead of you!
Fees Compound Over Time
Advisor fees can be one of the largest discretionary expenses for many clients, acting as a hidden drain on wealth. In some cases, these fees can feel like an added "tax" on your investment returns, especially if they don't align with the value the advisor provides. It's important to evaluate whether the fees you're paying are truly reflective of the services you receive.
