Advisory Fees
Transparent, fee-only wealth management pricing designed to align with your financial success
Wealth Management Services
My fee structure is based on a percentage of assets under advisement and is negotiable. The minimum annual fee is based on $1 million under advisement.
| Assets Under Advisement | Annual Advisory Fee |
|---|---|
| First $0 - $1,000,000 | 1.0% |
| Next $1,000,001 - $5,000,000 | 0.6% |
| Next $5,000,001 and Above | 0.4% |
What's Included
Entree Wealth considers all investable assets when computing advisory fees. Investable assets include, but are not limited to, marketable securities, retirement accounts such as 401(k) or IRA accounts, and other investment accounts not directly managed by the firm. Real property, business ownership interests, personal property, and other non-financial assets are excluded from this calculation.
Fee Structure
The annual advisory fee is paid quarterly in advance based on the value of your account(s) as of March 31. The advisory fee uses a blended tier structure.
Minimum Fee
The minimum fee is based on $1 million under advisement. Clients would pay more than 1% annually if their accounts do not total at least $1 million under advisement due to this minimum. Under no circumstances will the total fee exceed 2% of the assets under advisement.
Suitability
Due to the minimum fee requirements, Entree Wealth is not appropriate for all prospective clients. I encourage you to schedule a consultation to discuss whether my services align with your financial situation and goals.
