Our simple pricing

We have a minimum annual fee of $2400 if your portfolio falls below the thresholds of $120,000. For anything above this the following % model applies.


Please refer to our Firm Brochure here to see our complete service offering.

<

$500,000 AUM

2% fee

>

$500,000 AUM

1.5% fee

>

$1M AUM

1% fee

Example: For assets under management of $750,000, a client would pay 2.00% on $500,000 and 1.50% on the remaining $250,000. The formula for the monthly fee is determined by the following calculation: (($500,000 × 2.00%) + ($250,000 × 1.50%)) ÷ 12 = $1,145.

* Tax Services are provided upon request through The Lahijani Group and are a custom price based on the needs of the individual

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How it works

1.

Provide us with your information by selecting “Reserve Access”. Or reach out to us at hello@useaffluence.com

2.

We'll set up an introductory call to understand your financial objectives, goals & constraints.

3.

If you feel it is a good fit, we will begin the onboarding process to start managing your financial journey.