Wealth Management Pricing
Citrine Capital is a fee-only wealth management firm. Unlike the majority of wealth advisors, we do not accept commissions or fees from any investment institutions or insurance companies. Furthermore, we do not charge a fee for assets under management (A.U.M.) as we believe the A.U.M. pricing model creates direct conflicts of interest between the advisor and the client. Instead we base our fees on net worth (the sum of all assets minus liabilities) because there is a direct correlation between net worth and financial complexity. Private company equity is excluded from our net worth calculation.
Below is a breakdown of our net worth-based fee schedule.
| Net Worth | Annual Advisory Fee* |
|---|---|
| Below $3,000,000 | $15,000 |
| $3,000,001 - $5,000,000 | $25,000 |
| $5,000,001 - $10,000,000 | $35,000 |
| $10,000,001 - $20,000,000 | $45,000 |
| Above $20,000,000 | Contact us for a quote |
*These fees can be paid monthly or quarterly. We accept payment via credit card, ACH bank transfers, debiting from investment accounts and Bitcoin.