Pricing & Fees

Investment advisory pricing

Our goal is growing your account with the best strategies possible. We charge only 1% of the profits made on your portfolio - we don't charge you for investments, so we work diligently to make your wealth grow because we make more once your portfolio gets bigger.

Schedule consultation How it works

Performance-Based Success

We only succeed when your portfolio grows

Our interests are perfectly aligned with yours.

of portfolio profits only

No profit = No fees

Aligned Incentives

Why our pricing model works for you

Our success is directly tied to your wealth growth. This alignment ensures we work tirelessly to maximize your returns.

Alignment

Performance-based success

We only earn when your portfolio grows, ensuring our interests are perfectly aligned with yours.

No Setup Costs

No upfront investment fees

Zero initial charges or setup fees. Your entire investment goes to work immediately.

Clarity

Transparent reporting

Monthly detailed statements showing all performance, fees, and portfolio changes.

Access

Dedicated advisory team

Direct access to senior advisors and portfolio managers included in your fee structure.

Fee Schedule

Portfolio management tiers

All tiers follow the same 1% profit-based fee structure, with enhanced services as your portfolio grows.

Foundation Portfolio

$500K - $2M

1% of portfolio profits
Quarterly portfolio reviews
Email & phone support
Standard investment platforms
Basic tax optimization

Growth Portfolio

Traditional vs. performance-based fees

See how our performance-based model compares to traditional advisory fees.

Traditional advisory fees

Annual Management Fee 1.0% - 2.5% of assets

Fee on Losses Yes, you still pay

Alignment of Interests Limited

Example: $1M portfolio with 0% growth = $10,000-$25,000 in fees

Our performance-based fees

Our Model

Annual Management Fee 1% of profits only

Fee on Losses $0 - No fees

Alignment of Interests Perfect

Example: $1M portfolio with 0% growth = $0 in fees

Common Questions

Frequently asked questions

Everything you need to know about our pricing structure.

How does the 1% profit-based fee work?

We charge 1% only on the profits your portfolio generates. If your portfolio grows by $100,000, our fee is $1,000. If your portfolio doesn't grow or loses value, you pay no advisory fees. This ensures our success is directly tied to your wealth growth.

Are there any hidden fees or charges?

No hidden fees. Our 1% profit-based fee is all-inclusive for our advisory services. You'll only pay underlying fund expenses (typically 0.1-0.5%) and any third-party custodial fees, which are standard across the industry.

What happens if my portfolio loses money?

If your portfolio experiences losses, you pay no advisory fees. We only earn when your wealth grows. Additionally, any future profits must first recover previous losses before we earn fees again.

How do you calculate profits for fee purposes?

Profits are calculated as the net gain in your portfolio value after accounting for deposits, withdrawals, and market changes. We use industry-standard time-weighted return calculations for accuracy and transparency.

What's included in the 1% fee?

Everything: portfolio management, investment research, rebalancing, tax optimization, financial planning, regular reviews, and direct advisor access. The only additional costs are underlying investment expenses and custodial fees.

How often are fees charged?

Fees are calculated monthly based on portfolio performance and charged quarterly. You'll receive detailed statements showing exactly how fees were calculated and what profits were generated.

Aligned From Day One

Ready to align your success with ours?

Experience the difference of working with advisors who only succeed when you do. Schedule your complimentary consultation to learn how our performance-based approach can grow your wealth.

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No Obligation - Learn how our pricing model works for you