See if we're a fit
See if we're a fit

What we charge

Clear fees, explained before you decide.

You should know what advice costs before you ask for it. Here’s how our fees work, what’s included, and what else you’ll pay.

What does working with Prestiq Wealth cost?

Ongoing wealth management is charged as a percentage of the assets we manage for you, ranging from 0.40% to 1.00% a year depending on the size and complexity of your accounts. Financial planning and consulting can also be billed at a flat or hourly rate. There is generally a $250,000 minimum to open and maintain an account. Fees may be negotiable based on complexity.

OUR FEE STRUCTURE

Simple, transparent, and aligned with you.

Our fee is based on the assets we manage for you. The more we grow together, the more value we create together.
There are no hidden fees, no surprises—ever.
Assets Under Management Annual Fee
$250,000 – $1,000,000 1.00%
$1,000,000 – $2,000,000 0.90%
$2,000,000 – $5,000,000 0.75%
Above $5,000,000 0.40%
Fees are billed quarterly in advance based on assets under management.

Ongoing wealth management

An annual fee based on what we manage.

What you're paying for

How it's charged

Range

Ongoing wealth management

Planning, portfolio management, tax coordination and ongoing advice

Percentage of assets under management, billed quarterly

0.40% – 1.00%

a year,
negotiable

Fixed-fee arrangements

Offered to certain clients depending on size and complexity

Flat fee, agreed in advance

By agreement

Account minimum

We generally require a minimum of $250,000 in investable assets to open and maintain an account. If you’re close to that, or approaching a liquidity event, it’s still worth a conversation.

How you're billed

Fees are based on a percentage of assets we manage and are billed quarterly. All fees are transparent and outlined in writing before engagement.

What's included

One fee. The whole relationship.

  • A written financial plan, reviewed and updated at least annually
  • Portfolio construction, management and rebalancing
  • Retirement income and withdrawal strategy
  • Proactive tax planning, and tax preparation where agreed
  • Social Security and Medicare timing analysis
  • Estate plan review and coordination with your attorney
  • Equity compensation planning for RSUs and stock options

What else you'll pay

Costs paid to third parties.

These are charged by other parties. We tell you about them up front because they reduce your return just as much as our fee does.
  • Fund expenses — mutual funds and ETFs carry their own internal management and administrative costs
  • Direct indexing — an additional fee applies if we use DI to manage your account
  • Subadvisor fees — certain subadvisors charge fees in addition to our management fee

Let's see if we're the right fit.

Schedule a complimentary conversation to see whether Prestiq Wealth is the right fit for your retirement planning, investment management, and tax strategy needs.

Book an intro call
Scroll to Top