At Metanoia Financial, we are Fee-Only financial planners and are paid directly by you (our clients) – not from commissions on product sales.
We represent YOU. Not insurance companies, mutual fund companies, banks, or any other financial institutions. We adhere to a fiduciary standard and always put your interests first.
Our fees are charged as an ongoing quarterly retainer and are based on Assets Under Management (AUM). We consider our Personal CFO fees a comprehensive financial planning and investment management fee. You are paying for our advice and consultation in all areas of your financial life.
Our fees are structured so that our interests are aligned. Our fees grow as your investments grow and they decline when your investments decline. We have an ownership stake in your success and the advice we give and ultimately, act as stewards of your wealth.
Our Personal CFO service is generally designed for clients who have accumulated at least $500,000 in investable assets. Here is a fee breakdown:
|Assets Under Management||Fee Computation|
|First $1,000,000||0.25% per quarter (1% per year)|
|Next $2,000,000||0.2% per quarter (0.8% per year)|
|Balance above $3,000,000||0.15% per quarter (0.6% per year)|
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