How Much Does It Cost
Experience clarity and fairness with our transparent approach.
Why a Flat Fee?
A larger portfolio doesn’t mean more work, so why pay more?
OUR FEE INCLUDES:
- Financial Planning
- Proactive asset management
- Ongoing support and guidance tailored to your goals
What Makes Our Pricing Different?
TRANSPARENT PRICING
Our approach ensures your advisory costs don’t eat into your wealth-building and preservation goals. By controlling the cost of financial advice, we help you focus on what matters – your financial success.
Traditional Advisors
Percentage based fees
Fees increase with portfolio
Hidden costs and commissions
Foundation Wealth Management
- We generally charge a flat annual fee starting at $12K*
- Fixed cost, no matter your wealth size
- 100% transparency, no hidden fees
*We reserve the right to charge a higher fee in certain complex circumstances. Please refer to item 5 on our ADV Part 2A
How Do Our Fees Compare?
While other advisors disclose their fee in percentages, they typically do not disclose their fee in dollar amounts. It doesn’t seem very transparent or easy to grasp, and that should come as no surprise.
Controlling the cost of financial advice is an important piece of the puzzle that should not be overlooked. We are committed to providing services that are transparent and fairly priced so your advisory costs don’t wind up impeding your wealth building and preservation goals.
