There is no fee to email, call, meet or receive a Mission Briefing.
Should you become an Agent of the Financial Avengers (and receive an Agent Code Name), our fees will be earned managing your assets. Our fee schedule is as follows:
| Account Value Annual Fee: | |
| Up To $100,000 | 1.50% |
| From $100,000 to $500,000 | 1.25% |
| From $500,001 to $1,000,000 | 1.00% |
| Over $1,000,000 | 0.75% |
| Withdrawal Account | 0.50% 1 |
Once an Agent achieves a certain liquidity threshold, the fee is reduced. Once the fee is reduced, it is never raised again.2 Fees are outlined for the total value of family assets under management.3 For example, once assets under management reach $500,000, the fee for the entire pool of assets under management is reduced to 1%. (Some firms only reduce fees on assets above the threshold, leaving the higher fee in place on the assets below the threshold. We oppose this billing structure and believe achieving savings goals and liquidity milestones should be rewarded with fee reductions.)
We do NOT charge fees on assets NOT held at our firm (like 401K balances, bank account balances, stock plans, etc.) However, we DO offer guidance and allocation advice on those assets.
You should read our disclosure page to learn more about discretionary asset management, additional costs and public filings. More importantly: you should ask questions about fees. We welcome them. This is your precious capital (per Rule Number Six). Part of our job is teaching you to respect it.