Our Fees

For Clients Utilizing Our Entire Suite of Services

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 (minimum annual fee of $5,000)

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

There is an account minimum of $100,000, which may be waived by Adviser in its discretion.

For Clients Only Interested in Financial Planning

Financial planning is included for all clients utilizing our Investment Management Services. For those clients for whom our Investment Management Services are not a good fit, we do offer stand-alone financial planning services. These clients may purchase these services on a fixed fee or hourly basis (outlined below). Clients may terminate the agreement without penalty, for a full refund of Method’s fees, within five business days of signing the Financial Planning Agreement. Thereafter, clients may terminate the Financial Planning Agreement with written notice.

Financial Planning Fixed Fee

The rate for clients paying a fixed fee for financial planning services ranges from $5,000 to $15,000 per year, paid quarterly in arrears. The minimum annual fee is $5,000. The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.