How Our Pricing Works...

$0 - $5m AUM

35 basis points

$5m - $25m AUM

30 basis points

$25m+

25 basis points

Fees are based on the advisor's AUM, using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at that same breakpoint base fee.

Includes...

Billing

Invoicing

Trading

Performance Reporting

Access to RobustWealth

Access to DFA Funds

Professionally Managed Portfolio Models

Client-facing resources

Institutional-level advisor education

Dedicated Service Team