Fees
Fees are based on the complexity of your plan and your account size. Generally, billed as $100-350 per hour and scaling from 1.25% to 0.85%.
Ongoing Net Worth Based
Value
In our opinion, the fees noted are quite reasonable. When you consider the typical advisor charges roughly 1% on the managed funds, or a mix of hourly and asset based fees, the Bespoke fee schedule compares favorably. Our comprehensive service is akin to the high standards America's wealthiest families expect - yet delivered, based on your needs, at a lower cost. Our fee includes all planning relevant to each family, tax preparation and planning, clerical investment reporting, asset calculations, and investment management fees.*
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*Investment management is provided by an affiiated firm with registered persons.
Fee Structure
Cost Effective Services