Service Option
|
Investment Management | Planning Support | Tax Prep | Price
|
Best for
|
---|---|---|---|---|---|
Retainer |
✓
|
✓
|
✓
|
$7,500 | <$1.5M portfolios
|
Hybrid |
✓
|
✓
|
|
$3,000–$5,000 + 0.35% AUM fee
|
$1.5M+ portfolios |
AUM |
✓
|
|
|
0.75% on first $1M, lower rates above
|
$1.5M+ portfolios investment only |
Comparing Service Options: AUM, Hybrid, and Retainer
|
Each service option is designed to meet different needs depending on how much support you want, how you prefer to pay, and whether you need tax preparation included. All three include investment management—what differs is the scope of planning and how the fees are structured. |
|
AUM
|
This is a traditional assets-under-management (AUM) structure, where fees are based solely on the value of the portfolio we manage for you. Planning services are limited to investment strategy and portfolio oversight. |
Why choose AUM?
|
Hybrid
|
You pay a flat annual planning fee, plus a reduced AUM fee on the assets we manage. This model offers more planning depth while keeping investment costs low. |
Why choose hybrid?
|
Retainer
|
This is an all-inclusive, fixed-cost model. You pay one flat annual fee that covers everything—financial planning, investment management, tax planning, and tax preparation. |
Why choose retainer?
|
Summary
|
|