Your advisory fee, in plain numbers.

Clarity. Confidence. Control.

Combined advisory assets

$100K$20M

Ongoing planning included. No separate planning fee.

Deducted from the account quarterly. No separate bill.

One schedule for every client. The same math, every time.

How the fee is built

The advisory fee is graduated. Each portion of the portfolio is charged at its own rate, so the blended rate falls as assets grow. You are never charged the first-dollar rate on the entire balance.

Your rate as assets grow

Every client is on this same schedule. As assets grow, the blended rate falls automatically.

The relationship, in full

What your fee includes

Not a charge for picking investments. An ongoing relationship with one advisor who knows you, answers plainly, and is accountable for the whole picture.

For illustration and discussion only. Fees shown are estimates based on the current advisory fee schedule applied to the assets entered, and actual fees are governed by your advisory agreement. The figures shown reflect the advisory fee only and do not include the internal expenses of investments held in the account. Advisory services offered through Arens Wealth Partners.