What are your Investment Minimums and Fees?

Complete breakdown of investment minimums, fee structure, and transparency policies.

Investment Minimums

We accept new clients based on their level of alignment with our mission, not their level of wealth. We’re happy to discuss your specific situation during our discovery call.

Fee Structure

• Advisory Fee: 1.0% annually on assets under management (reduced fees available for adviser referrals)
• Custodial Fees: Covered by Ethical Capital (no additional charge to clients)
• Transaction Costs: Minimal, absorbed into overall fee structure
• No Additional Fees: No setup fees, transfer fees, or account closure fees

Fee Transparency

• Fees are deducted quarterly from your account
• Detailed fee reporting provided in quarterly statements
• Fee calculation based on average daily balance
• Institutional pricing available for accounts over $1 million

Value Proposition

Our comprehensive fee structure covers all aspects of investment management, custodial services, and ongoing support, providing transparent pricing without hidden costs.