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535 Mission Street
San Francisco, CA, 94105

415 494 8262

We are a team of fee-based CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals committed to transparency and the fiduciary standard of care. Our relationship-based, comprehensive approach to wealth management and financial planning is designed to create and conserve wealth while providing our clients with financial peace of mind and an increased quality of life.

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Pricing | Citrine Capital

Citrine Capital’s comprehensive financial planning and wealth management fees | Citrine Capital is a San Francisco based wealth management company serving families, professionals, and entrepreneurs.

Pricing

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Citrine Capital is a fee-only wealth management firm. Unlike the majority of financial advisors, we do not accept commissions or fees from any investment institutions or insurance companies, and we do not charge a fee for assets under management. 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. Below is a breakdown of our net worth based fee schedule.

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A majority of fee-only financial planners base their fees on assets under management (A.U.M.). We believe this is an outdated pricing model that creates far too many direct conflicts of interest between the advisor and the client. Furthermore, we believe the A.U.M. pricing model leads to excessive fees for high net worth clients. You can use our calculators below to compare our fees to the average A.U.M. fees charged by advisors.*