We're a fiduciary, and we keep our pricing simple. You'll always see exactly what you pay, and why, before you decide anything.
An annual fee on the assets we manage, billed monthly in arrears on your average daily balance. The rate steps down as your assets grow.
*Households under $500,000 in managed assets: 1.30% on the first $500,000. Fees are negotiable and always disclosed before you sign.
A standalone, written financial plan delivered over a four-month engagement. Scoped to the complexity of your situation.
$3,000 – $10,000
Billed in monthly installments across the engagement. Hourly and fixed-fee planning is also available. Fees may be reduced if you move into ongoing investment management.
Fees summarized from our Form ADV Part 2A. Custodial, transaction, and fund expenses are charged separately by third parties. When an insurance or annuity product is recommended, Winnacle Wealth or its representatives may receive a commission from the issuer — a conflict of interest we disclose and discuss with you first. See our Form CRS for more, or ask us for our full Form ADV.
We're legally bound to act in your interest. Every recommendation comes with the reasoning behind it.
One connected relationship: financial planning, investment management, and year-round tax strategy, including in-house tax-return prep for clients.
Your custodian (Altruist) calculates and shows every fee on a monthly statement. You always know exactly what you're paying.
That's what the Right Fit Call is for. 15 minutes, no pressure, no cost.