Transparent Pricing
Fees & Minimums
One simple fee, disclosed up front. No commissions, no product sales, no hidden costs.
Fee Schedule
Annual advisory fee
| Assets Under Management | Annual Fee |
|---|---|
| On the first $1,000,000 | 1.00% |
| On the next $2,000,000 (from $1M to $3M) | 0.80% |
| On the next $2,000,000 (from $3M to $5M) | 0.60% |
| On assets above $5,000,000 | 0.50% |
Rates are tiered — each rate applies only to the assets within that tier, so your effective fee blends down as the portfolio grows. For example, a $4 million portfolio pays 1.00% on the first $1 million, 0.80% on the next $2 million, and 0.60% on the remaining $1 million — an effective rate of 0.80%. Fees are billed quarterly and deducted directly from the account; the full schedule is disclosed in our ADV Part 2A.
Minimum
$1,000,000
Minimum relationship size is $1 million in investable assets, unless a specific arrangement is accepted.
Hourly Financial Planning
For clients who do not use our discretionary asset management, stand-alone financial planning is available at $350 per hour, with a $3,500 minimum engagement.
What the Fee Includes
- Discretionary investment management
- Goal-based financial planning
- Tax-aware trading and coordination with your CPA
- Direct access to Jason — no account tiers, no call centers
No commissions. No products. No surprises.
The advisory fee is the only compensation Resonance Financial receives. We sell nothing, and we're paid only by you — which means we answer only to you.
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