Pricing and Services
What you get when you invest with us
Portfolio Review
Get a detailed review of your existing portfolio for full transparency into your investments and fees.
Altruist App
View your investments with the cutting-edge Altruist App.
Risk Analysis
Get your Risk Score and detailed risk assessment of your investments to see if they align with your risk tolerance.
Tax Harvesting
Get the ability to tax loss harvest your investments to minimize taxes as much as possible.
Custom Portolio
Get a custom built portfolio for your specific needs, risk score, and timeline.
Support
You get access to your advisor for on-call support at any time via email and virtual meetings.
Asset Map
Get a complete financial picture of all your assets mapped out on one page.
Updates
Get regular market and investment updates and insights to help you stay focused on the long term.
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.
