Advisory
Pricing
Transparent, conflict-free fee structures. Planning fees are based on net worth — not assets under management — so we are incentivized to think holistically, not to gather assets.
Personal Human Wealth™ Fees
A quarterly fee structure based strictly on the client's Net Worth, prioritizing comprehensive wellbeing over just investment performance. This inclusive perspective ensures the advisor is compensated for managing all resources (including real estate and businesses) without penalizing the client for paying down debt.
| Range | Fee | Notes |
|---|---|---|
| Up to $2 million | $1,250 / quarter | — |
| $2M – $5M | $1,750 / quarter | — |
| $5M – $10M | $2,000 / quarter | — |
| $10M – $20M | $3,375 / quarter | — |
| $20M – $50M | $5,000 / quarter | — |
| $50M – $75M | $8,750 / quarter | — |
| $75M – $100M | $15,000 / quarter | — |
| $100 million+ | Custom Proposal | — |
Up to $2 million
$1,250 / quarter
$2M – $5M
$1,750 / quarter
$5M – $10M
$2,000 / quarter
$10M – $20M
$3,375 / quarter
$20M – $50M
$5,000 / quarter
$50M – $75M
$8,750 / quarter
$75M – $100M
$15,000 / quarter
$100 million+
Custom Proposal
Organizational Human Wealth™ Fees
A one-time assessment cost based on business size, tailoring services to address unique corporate complexities. Followed by a customized implementation proposal.
| Range | Fee | Notes |
|---|---|---|
| Up to 20 employees | $2,000 | — |
| 21 – 200 employees | $3,500 | — |
| Over 200 employees | $5,000 | Followed by a customized implementation proposal |
Up to 20 employees
$2,000
21 – 200 employees
$3,500
Over 200 employees
$5,000
Followed by a customized implementation proposal
Intentional Investment Management Fees
Tiered AUM fees that explicitly reward clients who engage in Human Wealth™ planning. Comprehensive planning minimizes systemic complexity, which earns a substantial discount.
Standalone Investment Clients
| Range | Fee | Notes |
|---|---|---|
| $100K – $750K | 1.10% | — |
| $750K – $1.5M | 0.95% | — |
| $1.5M – $3M | 0.85% | — |
| $3M – $5M | 0.75% | — |
| $5M – $8M | 0.65% | — |
| $8M – $15M | 0.55% | — |
| Over $15M | 0.43% | — |
$100K – $750K
1.10%
$750K – $1.5M
0.95%
$1.5M – $3M
0.85%
$3M – $5M
0.75%
$5M – $8M
0.65%
$8M – $15M
0.55%
Over $15M
0.43%
Human Wealth™ ClientsDiscounted
| Range | Fee | Notes |
|---|---|---|
| First $1 million | 0.75% / year | — |
| Next $2 million | 0.60% / year | — |
| Next $5 million | 0.50% / year | — |
| Above $8 million | 0.40% / year | — |
First $1 million
0.75% / year
Next $2 million
0.60% / year
Next $5 million
0.50% / year
Above $8 million
0.40% / year
All fees are subject to applicable minimums and may vary based on the complexity of the engagement. Investment management fees are calculated on a tiered basis — each tier applies only to the assets within that range, not the entire portfolio. Past performance does not guarantee future results. Human Wealth™ is a registered investment adviser. Registration does not imply a certain level of skill or training.
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