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Your costs shouldn’t double if your wealth does.

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Annual Advisory Fee Schedule

1% on First $500,000
0.25% on Next $500,000
0.1% on Anything Over $1,000,000

Annual advisory fee includes Financial Planning, Investment Management, and Wealth Management services
for households with over $250K in assets managed by us.



The value an advisor provides:

Is hiring a financial advisor worth it? The answer depends on the value received, and the cost. Research from Vanguard, Morningstar, and others estimate comprehensive financial advice is worth between 1.6-4.2% more per year. They show the primary value of an advisor isn’t finding funds that will outguess the market, services that create the most value are:

Tax Management Golden Valley, MN Channel Your Wealth

Tax Management

Savings and Withdraw Guidance Golden Valley, MN Channel Your Wealth

Savings and Withdraw Guidance

Asset Allocation Golden Valley, MN Channel Your Wealth

Asset Allocation

Rebalancing Golden Valley, MN Channel Your Wealth

Rebalancing

Behavioral Coaching Golden Valley, MN Channel Your Wealth

Behavioral Coaching


All costs are important:

It is important to look at total costs when considering your options, including:

Advisory Fees Golden Valley, MN Channel Your Wealth

Advisory fees

Investment Costs Golden Valley, MN Channel Your Wealth

Investment costs

Other Costs Golden Valley, MN Channel Your Wealth

Other costs (such as trading, platform fees…)


Keep more of your returns:

Many advisors charge a flat annual percentage fee for advice. In other words, a client with $2.5M pays roughly 5 times as much annually as a client with $500K. We don’t really have an account minimum, but our costs are structured so the percentage decreases dramatically as your wealth grows.

Working with us is easy and saving thousands annually for decades compounds to a lot more money. Check out the calculator to see how much more you can keep. Meet with us to see how much more you can get.