AssetCare fees are based on annual planning and portfolio management (based on asset volume).
Our annual planning fee is $300/month, totalling $3600.
Portfolio management is 0.6% annually*, paid quarterly (0.15% per quarter).
*0.6% annually (for first 1M), 0.4% additional beyond
We'll go through the WayFinder process to learn what matters most to you, build a plan to create the life you want and align your financial picture to that plan.
Let us handle all of the financial moves and elements outlined in your WayFinder plan.
With our expert care and management, you'll be free to focus on achieving your true purpose and building the life you want.
Schedule a free conversation to see if we'd be a good fit to work together.
With your plan in place, we'll manage all of the financial elements to ensure you're on track to building a more purposeful life, including:
Managing your investments
Expert care of your assets
Rebalancing your portfolio annually
Real-time response to market fluctuations
We'll meet four times each year to check in on your progress, answer questions, and make sure your plan is on track.
