Advisory Fee Schedule
Transparent, competitive pricing aligned with your portfolio size. No hidden fees, no surprises.
Advisory
$500K – $2M AUM
1.25%
of AUM annually
Comprehensive wealth management for high-net-worth individuals and families.
- Dedicated financial advisor
- Quarterly portfolio reviews
- Standard reporting & analytics
- Access to Apex fund family
- Basic tax optimization
- Annual financial plan update
- Email & phone support
Most Popular
Premium
$2M – $10M AUM
0.85%
of AUM annually
Enhanced advisory services with tax optimization and insurance integration.
- Senior advisor team
- Monthly portfolio reviews
- Advanced analytics & reporting
- Full Apex fund access + alternatives
- Tax-loss harvesting
- Insurance integration & review
- Estate planning coordination
- Priority support (4h SLA)
- Quarterly in-person meetings
- Custom investment mandates
Family Office
$10M+ AUM
Custom
White-glove family office services with direct CIO access and bespoke solutions.
- Multi-generational wealth planning
- Direct CIO access
- Private credit & co-investment
- Dedicated concierge team
- Full tax & estate integration
- Comprehensive insurance program
- Philanthropic advisory
- Bill pay & lifestyle management
- Custom reporting cadence
- 99.99% platform uptime SLA
- Family governance consulting
Feature Comparison
| Feature | Advisory | Premium | Family Office |
|---|---|---|---|
| AUM Range | $500K – $2M | $2M – $10M | $10M+ |
| Advisory Fee | 1.25% | 0.85% | Custom |
| Review Frequency | Quarterly | Monthly | On-demand |
| Tax Optimization | Basic | Tax-loss harvesting | Full integration |
| Insurance Integration | |||
| Estate Planning | |||
| Alternative Investments | |||
| Private Credit Access | |||
| Dedicated Team | Single advisor | Senior team | Full concierge |
| CIO Access | |||
| Reporting | Standard | Advanced | Custom |
| Support SLA | 48h | 4h | 1h |
| Platform Uptime | 99.9% | 99.95% | 99.99% |
| In-Person Meetings | Annual | Quarterly | On-demand |
| Philanthropic Advisory |