Simple, transparent pricing based on how you access our services. Individual investors work directly with us at 1.00% annually. Institutional clients accessing through advisers or platforms pay 0.50% annually.
Direct Client Relationships
For individuals and families
- Work directly with Ethical Capital
- Personalized portfolio management
- Real-time reporting through client portal
- Comprehensive reporting
Adviser & Platform Access
For RIAs, institutions, and platform clients
- Access through Schwab, Altruist, or your preferred custodian
- Direct access to CIO
- SMA implementation
- Quarterly performance reporting
Fee Calculation
Fees are calculated quarterly based on average daily balance and debited directly from your account. No hidden costs or transaction fees.
Minimum Investment
Direct management minimums vary by strategy. Schwab platform accounts follow standard SMA minimums. Contact us for current requirements.
Why Different Pricing?
Individual clients (1.00%) receive comprehensive personal service directly from us. Institutional clients (0.50%) access our strategies through their existing adviser relationships or platforms, reflecting economies of scale.
Professional presentations on ethical investing, sustainable finance, and values-aligned wealth management. Topics range from foundational concepts to advanced portfolio construction strategies.
Note: We provide complimentary presentations to mission-aligned nonprofit organizations and advocacy groups.
Request a Workshop or Presentation
Specialized services for institutional clients and platform partners.
Institutional Consulting
Sub-advisory services for RIAs, family offices, and institutions seeking ethical investment expertise.
Garden Platform Access
Our proprietary research and portfolio management platform for qualified financial professionals.
Explore our approach to ethical investing
Discover how we combine rigorous analysis with ethical principles to build portfolios that reflect your values.
Important: Investment advisory services are offered through Ethical Capital Investment Management LLC, a Registered Investment Adviser. Please see our ADV Part 2 for complete fee disclosure and important information.