Our Fees

At Method, our goal is to be completely transparent about the cost of our services. We are fee-only, fiduciary advisors, which means we don’t receive referral fees for financial products, or payments from any source other than our clients.

For ongoing partnerships, we offer a simple fee structure based on percent of assets under management:


Managed assets under $1,000,000
1% fee per annum


Managed assets of $1,000,001 to $2,500,000
.75% fee per annum


Managed assets of $2,500,000 to $5,000,000
.5% per annum


Managed assets greater than $5,000,000
.35% per annum