What are your fees?

We charge our direct clients a simple annual management fee of 1.0% of assets under management.

This fee includes:

• Portfolio management and monitoring
• Quarterly performance reporting
• Regular strategy discussions
• Access to our research and insights
• Ongoing portfolio rebalancing

We don't charge performance fees, commissions, or hidden costs. In certain cases, our custodian (Altruist) may assess additional fees per their fee schedule.

Investment advisers and institutions can also access our services at "wholesale" pricing of 0.50% as described on our pricing page.