We have no minimum relationship size. For clients with liquid portfolios of less than $10M, we charge a flat 0.95% per year, since these clients tend to have less complexity and estate planning is typically not a primary focus. For clients with assets greater than $10M, we determine a flat annual fee that covers all of our services. This fee is determined based on complexity and our ability to add value – value that you should see from the onset of the relationship.
In addition to AdvicePeriod’s consulting fee, clients will pay additional fees including custodian fees, manager fees, and trading fees. All fees are broken out individually and are fully transparent, and fully disclosed. We work to negotiate the best possible terms for our clients, and all negotiated savings are passed directly through to the client. When all is said and done, we should cost the same or less than the other options, but leave you feeling satisfied that you understand all of your fees.