Transparent Pricing
No Hidden Fees
Clear, Fair, and Value-Driven
We believe in complete transparency when it comes to our fees. Our pricing structure is designed to align our success with yours, ensuring you receive exceptional value for every dollar invested in your financial future.
Our Fee Structure
Simple, transparent pricing that scales with your wealth
Investment Management
Professional portfolio management using Atlas analytics with tiered pricing
- Atlas-powered portfolio management
- Strategic asset allocation
- Performance monitoring
- Rebalancing & optimization
- Quarterly reviews
- Direct advisor access
Financial Planning
Ongoing financial planning and strategy development
- Financial goal analysis
- Retirement planning
- Tax optimization strategies
- Tax strategy development
- Insurance needs analysis
- Implementation roadmap
Fee Details & Minimums
Understanding our fee structure and account requirements
Fee Calculation
Fees are calculated based on end of quarter value of your managed assets. This ensures transparent and predictable billing aligned with your portfolio performance.
Account Minimums
We have no minimum account requirements. Our services are designed to be accessible to investors at all levels, from those just starting to build wealth to established portfolios.
No Hidden Fees
Our fees are all-inclusive. No transaction fees, account maintenance fees, or hidden charges. What you see is what you pay.
Aligned Interests
Our asset-based fee structure means we only succeed when your portfolio grows. This alignment ensures we're always working in your best interest.
How We Compare
See how our transparent pricing compares to industry standards
*Industry averages based on NerdWallet 2024 Financial Advisor Cost Analysis
The InsuraWealth Value
Why our clients choose us over the competition
Our fees are significantly lower than industry averages, saving clients thousands annually. But the true value lies in our comprehensive service and systematic investment approach powered by our proprietary Atlas analytics - an internal tool that gives us a competitive edge in serving our clients.
Systematic Advantage
Our proprietary Atlas analytics give us a systematic edge in portfolio construction and risk management, enhancing our investment decision-making process.
Fiduciary Standard
We are legally bound to act in your best interest, ensuring every recommendation serves your financial goals.
Personalized Service
Dedicated relationship management with direct access to your advisor and investment strategies enhanced by our internal Atlas analytics.
Comprehensive Planning
Beyond investment management, we provide complete financial planning, tax optimization, and risk management services.
Ready to Get Started?
Schedule a complimentary consultation to discuss your financial goals and how our services can help you achieve them.