Fee-only. Simple. Fair.
An annual fee of 1% of assets under management, capped at $15,000/yr per household — so you can consolidate with confidence and know you’re always treated the same.
Fee-only fiduciary
No commissions. No product sales. Advice is aligned with your best interests—always.
1% AUM, capped at $15k
You pay 1% of assets under management each year—never more than $15,000 per household.
Equal treatment for every family
The cap ensures larger portfolios don’t receive preferential treatment just because they pay more.
Consolidate with confidence
Bring your accounts together without worrying that fees will spiral as your wealth grows.
Everything included
Comprehensive planning, investment management, administrative support, and on‑demand coaching.
Transparent & straightforward
Clear, predictable pricing—no hidden fees, surprises, or sales agendas.
Pricing FAQs
A simple, transparent structure that aligns our incentives with yours.
How do you charge for your services?
Alongside charges an annual fee of 1% of assets under management, up to $15,000 per year per household.
Why a cap at $15,000?
Larger portfolios don’t always require more work. The cap ensures equal treatment for every family and removes any anxiety about fees rising as you consolidate and grow.
What happens when I reach the cap?
Once the fee equals $15,000 for the year, additional assets under management are not charged above the cap.
Do I need to move all my accounts to you?
You choose what to bring under our management. Many families consolidate for simplicity and to take full advantage of the flat fee, but it’s always your decision.
Do you receive commissions?
No. Alongside is a fee-only fiduciary. We do not accept commissions or sell financial products.
What’s included in the fee?
Comprehensive financial planning, investment management, administrative support, and on-demand coaching with unlimited meetings.
Have more questions?
Let's explore whether this fee structure makes sense for your family.