Wealth Management Fees
One clear fee.
Everything included.
Financial planning, tax strategy, equity compensation, investment management - all under one roof. No commissions. No hidden costs. See exactly what you'd pay.
Your Numbers
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How Your Fee Is Calculated
Your fee is the greater of a Minimum Planning Fee (based on net worth) or a Blended Management Fee (based on assets managed). Either way, it covers everything.
Minimum Planning Fee
| Net Worth Range | Annual Fee |
|---|---|
| $0 - $250,000 | $4,800 |
| $250,000 - $1,000,000 | $6,000 |
| $1,000,000 - $2,000,000 | $9,000 |
| $2,000,000+ | $12,000 |
$12,000
Your Minimum Planning Fee
Blended Management Fee
| AUM Range | Rate | Fee at Tier |
|---|---|---|
| First $500,000 | 1.50% | $7,500 |
| $500,000 - $2,500,000 | 0.75% | $4,500 |
| $2,500,000+ | 0.50% | $0 |
$12,000
Your Blended AUM Fee
1.09%
Effective Blended Rate
Everything Is Included
Your fee covers comprehensive wealth management - not just investments. Here's what you get:
Financial Planning
Full plan built around your goals, cash flow, and timeline
Tax Planning
Proactive tax strategy, Roth conversions, and harvesting
Equity Compensation
RSUs, ISOs, NQSOs, ESPP - optimized for your situation
Investment Management
Portfolio construction, rebalancing, and ongoing oversight
Estate Planning
Coordination with attorneys, beneficiary reviews, and trusts
Ongoing Access
Unlimited calls, emails, and scheduled check-ins year-round
Jonathan Nagy, CFP®
Alpine Road Financial · Fee-Only · Fiduciary
I believe in radical transparency when it comes to fees. You should know exactly what you're paying and exactly what you're getting - before we ever meet. If you have questions about how this applies to your situation, let's talk.