Pricing and Services
We work with a limited number of high-performing clients and families ready to delegate complexity to focus on what matters most
The Break
Where your financial wave begins.
For clients with under $100,000 of Investable Assets
This Tier Includes:
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Goal setting and customized financial roadmap
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Cash‑flow organization and budgeting support
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In-depth Asset Map report (insurance, retirement, debt strategy, college funding)
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Portfolio risk & fee analysis
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Basic investment portfolio construction
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Two virtual review meetings a year
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Unlimited email support throughout the year
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Referrals to vetted professionals and/or services (tax, legal, etc.)
Optional Add‑On Services priced separately based on your needs.
Asset-Based Annual Fees (divided and charged monthly):
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$0 – $1M: 1.00%
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$1M – $3M: 0.70%
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$3M+: 0.55%
The Set
Harness the power of steady waves.
For clients with $100,000 - $500,000 of Investable Assets
This Tier Includes Everything From Tier One Plus:
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Custom portfolio construction
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Retirement and Savings Goal Readiness
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Risk and Insurance Policy Review
Additional services available a la carte—see Add‑On Services to the left.
Asset-Based Annual Fees (divided and charged monthly):
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$0 – $1M: 1.00%
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$1M – $3M: 0.70%
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$3M+: 0.55%
The Barrel
Peak performance, smooth as glass.
For Clients with $500,000+ of Investable Assets
This Tier Includes Everything From Tiers 1 & 2 Plus:
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Tax opportunities snapshot
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Legacy and Legal Preparedness check
Asset-Based Annual Fees (divided and charged monthly):
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$0 – $1M: 1.00%
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$1M – $3M: 0.70%
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$3M+: 0.55%
Note: Additional fees may apply for third-party fund expenses or extraordinary services.
