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.
Performance-Based Success
We only succeed when your portfolio grows. Our interests are perfectly aligned with yours.
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.
We only earn when your portfolio grows, ensuring our interests are perfectly aligned with yours.
Zero initial charges or setup fees. Your entire investment goes to work immediately.
Monthly detailed statements showing all performance, fees, and portfolio changes.
Direct access to senior advisors and portfolio managers included in your fee structure.
Portfolio Management Tiers
All tiers follow the same 1% profit-based fee structure, with enhanced services as your portfolio grows.
- 1% of portfolio profits
- Quarterly portfolio reviews
- Email & phone support
- Standard investment platforms
- Basic tax optimization
- 1% of portfolio profits
- Monthly portfolio reviews
- Priority advisor access
- Alternative investment access
- Advanced tax strategies
- Estate planning consultation
- 1% of portfolio profits
- Weekly portfolio monitoring
- Dedicated senior advisor
- Exclusive investment opportunities
- Comprehensive tax planning
- Full estate & legacy planning
- Family office services
Traditional vs. Performance-Based Fees
See how our performance-based model compares to traditional advisory fees.
Frequently Asked Questions
Everything you need to know about our pricing structure.
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.
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.
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.
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.
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.
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.