Dedicated to the principle that managing costs is vital to sound investment strategy, we also firmly believe that creating your “one best financial life,” as depicted by our BehaviorGap.com colleague Carl Richards, is worth investing in.
As such, you deserve to know exactly what you are spending, clearly and prominently, so you can determine whether the costs make sense for the value received.
We charge a percent of assets under management for our integrated, holistic financial planning and investment management services based on the following schedule:
MoneyZen’s Simple and Transparent Fee Schedule
|Assets Under Management||Annual Fee|
|First $2 million||1.00%|
|Next $3 million||0.80%|
|Next $5 million||0.60%|
|Amounts > $10 million||0.40%|
* MZWM has a minimum account size of $1 million and a minimum quarterly fee of $2,500