As a fee-only independent fiduciary advisor, there is no incentive for excessive trading or to sell particular products. We provide conflict-free advice designed for each client’s personal financial situation. Our fees are based on assets under management and include comprehensive investment management and financial planning. We do not have any minimum annual fee associated with our work and are proud to have pricing that is considerably less than the average investment advisor.
Sustainvest Premium (Personal Advisor and Financial Planning) annual fee
Accounts Under $100,000: 1.00%
$100,000-$1,000,000: 0.75%
$1,000,000-$3,000,000: 0.50%
$3,000,000+: 0.40%
$100,000-$1,000,000: 0.75%
$1,000,000-$3,000,000: 0.50%
$3,000,000+: 0.40%
Sustainfolio Digital (Digital Investing Platform) annual fee
$5,000+: 0.50%
Fees are billed quarterly in arrears and are paid directly from the account(s) we manage for you. Our quarterly reporting to clients always shows billing amounts along with performance net of our fees.