How do you align fees and value?

For clients with liquid portfolios of less than $10M, we charge 0.95% per year as clients at this wealth threshold tend to have less complexity and don’t require significant estate planning.  For clients with assets greater than $10M, we frequently charge 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.