Let’s talk about the fee.

Who are you working with

You’re working with someone who answers your questions before you think to ask.

It’s the same person every time, with nobody in between, and as often as you need. You’ll never recite your situation to someone who hasn’t heard it, or leave a conversation holding the next steps.

The schedule.

Each tier’s rate applies only to the dollars inside it. You pay a blended rate that comes down as you grow.

What are you paying on

You pay on the diversified portfolio we manage. Not your unvested grants. Not your pre-IPO stock. Not even the vested shares we’ve already used your plan to set sale prices for.

Asset Tier	Marginal Rate
$0–$1M	0.90%
$1M–$3M	0.80%
$3M–$5M	0.70%
$5M–$7M	0.60%
$7M–$10M	0.50%
$10M–$15M	0.40%
$15M+	0.25%

The dollars.

What are you paying for

To see where six-figure decisions land before a deadline forces you to pull the trigger.

To make the life changes you want, not the ones the money steers you toward.

To stop being the one who notices what changed, tells everyone who needs to know, and makes sure it gets done.

Managed Assets	Annual Fee	Effective Rate
$1M	~$9,000	0.90%
$3M	~$25,000	0.83%
$5M	~$39,000	0.78%
$7M	~$51,000	0.73%
$10M	~$66,000	0.66%
$15M	~$86,000	0.57%

Our minimum annual fee is $9,000.

Worked examples above are for illustration purposes only. Your effective rate depends on the terms of your signed Client Agreement.

Who this is for

You’re tired of guessing when to exercise, what you’ll owe, and whether it’s enough.

See Who We Serve

What’s in scope

One engagement, not a menu. Every area below is in scope from day one, including the ones that don’t apply yet.

See What We Do

What happens next.

Find out what working together would look like before you make a decision.

See How We Work

This part costs you an hour.

Tell us what’s going on. If this isn’t worth it for you, we’ll say so.

Book an Intro Call