Private Wealth Management Fee SchedulePrivate Wealth Management fees are based on complexity and your investment balance. Fees include a one-time implementation fee, a monthly fee, and an AUM fee.As your investment balance grows, monthly fees are discounted and AUM fees drop.Early CareerAthletes and early-career sports professionals Investments +$295 / month+ $495 for initial Strategy AdvancedEstablished Careerslooking to continue growing Investments +$795 / month+ $1,995 for initial Strategy Pro+Advanced Careerswith complex strategies Investments +$1,495 / month+ $2,995 for initial Strategy Book 15-min DemoGet StartedLogin
