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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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