Fees & Minimums
Clear fees and a welcoming conversation.
Explore the fee schedule and asset minimum for the Summit Ridge demo.
| Service or asset tier | Fee |
|---|---|
| First $1,000,000 in assets under management | 1.00% annually |
| Next $4,000,000 | 0.75% annually |
| Above $5,000,000 | 0.50% annually |
| Annual minimum fee | $3,500 |
| Flat-fee financial planning | Starting at $2,500 |
| Hourly consulting | $350 per hour |
No commissions. No product sales.
The firm generally requires $500,000 in investable assets. Exceptions may be considered on a case-by-case basis.