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Pricing
We charge an hourly rate on a sliding scale based on how much money you're investing. You'll get the same outstanding service no matter what you pay,
Hourly Rate
$300-$750 based on sliding scale
Sliding Scale
$0 - $100,000
$300
$100,000 - $250,000
0.3% of amount
$250,000+
$750
Private Coaching Program - our most popular offering, learn about a mix of ‘doing less evil’ and ‘doing more good’ investment approaches and choose the ones that are right for you. This plan is perfect for people who want a more ‘hands-on’ approach using 1-on-1 learning that lets you ask a million questions as we go. It includes a 6-month checkup to review and rebalance your portfolio. Learn more
Portfolio Review - Some clients are mostly comfortable managing their own portfolio, but need a little bit of help or a second set of eyes in order to feel confident with their investment plan. Consider it like an à la carte menu where you can pick and choose which topics are helpful. Learn more
We Support the Nonprofit Sector
15% discount for people who work or volunteer for a non-profit or social enterprise