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Wealth Mangement Fees

We aim to add value to our clients’ lives by helping them achieve their goals, sleep peacefully, and build their net worth in the most tax-efficient way. Wealth management is billed quarterly, and includes ongoing Financial Planning as well as Investment Management. 

Initial Planning fee of 1% of Adjusted Gross Income up to $1,600
(Initial Planning fee is waived if investable assets brought under the care of SFM are greater than $250,000)

The first $250,000:                             1.0% per year

The next $750,000:                             0.8% per year

The next $2,000,000:                       0.6% per year

The next $2,000,000:                       0.4% per year

All assets above $5,000,000:        0.2% per year

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