personal human wealth™ fees

Our quarterly fee structure is based on our clients’ net worth and underscores the Human Wealth™ commitment to your comprehensive financial wellbeing. It ensures that your financial plan is designed to enhance your overall quality of life, incorporating a wide range of assets and considering your passions and transitions beyond just investment performance.

organizational human wealth™ fees

We charge based on your business size, allowing us to tailor our services to address the unique needs and complexities of your organization. This ensures proper resource allocation for effective assessments, delivering exceptional value and impactful results for organizations of all types and sizes.

Following the assessment phase, we will provide you with a customized proposal outlining the implementation costs tailored to your organization’s unique requirements. This ensures that you receive precisely the services you need to drive success and achieve your goals.

investment management fees (w/o human wealth™ services)

When you work with us for investment help, we have two types of fees: platform fees and advisory fees. These fees are taken from a small part of the money you’re investing, and they’re based on how much you’re investing with us. The platform fee is like a fee for using our tools and resources, while the advisory fee is for the personalized advice we give you.

This two-fold approach gives your investment the best chance to grow. We believe in clarity and openness with our fees, so you know exactly what you’re paying for and when. We’re here to help you feel confident and in control of your investment journey.

investment management fees (with human wealth™ services)

Human Wealth™ clients receive a substantial advisory fee discount because our unique approach streamlines financial planning. By actively engaging with your passions, concerns, and life transitions, we ensure more targeted and efficient strategies, minimizing complexity. This allows us to deliver greater value, making your financial journey not only fulfilling but also cost-effective.