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Our Fees

Annual Fee Schedule

 Fees are based on assets under management and are inclusive of all services: ongoing investment management and comprehensive financial planning. Our motivation is to grow and protect your assets and to support you in building a financial plan that helps you reach your goals and dreams.  As a fiduciary advisor, we provide unbiased advice designed for each client’s personal financial situation.

Assets Under Management Annual Fee
First $1,000,000
1.00%
Next $1M ($1,000,000.01 to $2,000,000)
0.75%
Next $3M ($2,000,000.01 to $5,000,000)
0.65%
Above $5,000,000
0.375%

For example, if you have $2,750,000 AUM, we bill 1.00% on the first $1M, plus 0.75% on the next $1M, and 0.65% on the next $750K.

If you don’t meet our minimum of $1,000,000 AUM, we charge a flat annual fee of $10,000 until you reach $1,000,000 in AUM, at which point you pay fees based on our standard fee schedule. In other words, you don’t have to have $1,000,000 to invest, but you do need to be willing to pay $10,000 a year for our comprehensive services. 

The annual fee covers all investment management and financial planning services. There are no additional flat or hourly fees.

We do not currently offer one-time financial plans or hourly advice. If you prefer this type of engagement, a great next step is to visit letsmakeaplan.org and search for a CERTIFIED FINANCIAL PLANNER™ in your area who offers the services you’re seeking.

Billing Schedule

Fees are billed quarterly and in most cases are paid directly from the client’s account(s). Client account performance is always reported net of fees.

Curtis Financial Planning