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.