Investment Adviser Fees & Pricing
Choose the services that fit your needs, including financial planning, portfolio management, retirement planning, and focused investment advice.
Flexible Fees
Our fees are structured in such a way that clients choose which services they need and don't pay for more.
On the first $999,999 managed by Qmulate. Lower blended rates apply as managed assets increase.
*Annualized fee, billed quarterly in arrears.
Portfolio Management
We provide diversified portfolio management and ongoing account reviews based on each client's objectives and risk profile.
Retirement Plan Services
We provide non-discretionary advice for workplace plans and limited-scope ERISA 3(21) support for plan sponsors.
Financial Planning
Assistance with establishing and achieving goals for the future.
Client Dashboard
Online portal for your financial life, all in one place.
| Assets under management | Annualized advisory fee |
|---|---|
| $0-$999,999 | 1.25% |
| $1,000,000-$2,499,999 | 1.00% |
| $2,500,000-$4,999,999 | 0.75% |
| $5,000,000 and above | 0.50% |
Fees use blended tiers and are negotiable. Published fees are negotiable. Custodian, transaction, account, fund, third-party manager, and other provider charges may be separate from Qmulate advisory fees.
A la carte options.
Feel free to ask us about anything, no obligation.
Hourly Advice
Any financial topic.Financial Coaching
Ongoing planning support.Personalized Financial Plans
Online client dashboard included.
$500-$5,000*
Take control of your financial life, now.