Find the Right Fit for Your Financial Journey
From laying your financial foundation to leaving a legacy, each tier is designed to align with your values, goals, and season of life — all grounded in biblical stewardship and fiduciary care.
Book a Discovery CallThe Collective — "Lay the Foundation"
Identity: The Accumulator
Virtual-only guidance for early-stage wealth builders. Includes semi-annual virtual meetings, debt elimination coaching, and access to core planning tools.
Minimum: $95/mo or AUM > $76,000
One Page Plan — "Bring Order to the Chaos"
Identity: The Builder
In-person strategy for growing professionals. Includes tailored monthly emails, Roth strategies, Elements-based planning, and semi-annual 1hr in-person meetings.
Minimum: $235/mo or $2,820/yr or AUM-based
Signature Circle — "Plan with Precision"
Identity: The Integrator
Advanced planning for complexity and clarity. Tax mapping, RMD optimization, retirement income strategy, custom portfolios, and quarterly site visits included.
Minimum: $705/mo or $8,460/yr or AUM-based
Elite — "Live the Legacy"
Identity: The Legacy Leader
Legacy-level planning, direct access, and concierge support. Full integration of biblical values, philanthropy, generational coaching, and fully customized portfolios.
Minimum: $25,000/yr or $2M+ in AUM
What's Included
| Feature | Collective | One Page Plan | Signature Circle | Elite |
|---|---|---|---|---|
| Meeting Frequency | 2x Virtual | 2x In-Person | Quarterly + Onsite | Client Preferred |
| Response Time | 48 hrs | 1 Business Day | <12 hrs | Immediate |
| Tax Loss Harvesting | Optional w/ Fee | Optional w/ Fee | Optional w/ Fee | Included via Altruist One |
| Roth Conversion Planning | - | ✔ | ✔ | ✔ |
| RMD Optimization | - | - | ✔ | ✔ |
| Custom Portfolios | In-House Funds | Direct Indexing | Fully Custom | Fully Custom |
| Planning Tools | Monarch, Estately | + Elements | + RightCapital | All Tools |
| Faith Integration | Stewardship Focus | Values Coaching | Biblical Planning | Kingdom Legacy |
Transparent Fee Structure
| AUM Range | Annual Fee |
|---|---|
| $0 – $1,000,000 | 1.5% |
| $1,000,001 – $3,000,000 | 1.0% |
| $3,000,001 – To Infinity and Beyond | 0.5% |
Household-based AUM. Flat minimum fees apply if below threshold.
Let’s Build Together
If you see a tier that fits — or want help deciding — book a free call. We’ll walk through it together.
Start with a Discovery Call