our fee structure

We work with clients who value an ongoing, relationship-based approach to wealth management, where the financial planning and investment management are integrated into one service.

• Our firm provides comprehensive financial planning exclusively for clients whose investments we manage.

• Financial planning is not a separate or one-time service - it's an ongoing part of our wealth management relationship.

• Our fees are based on a percentage of assets under management (AUM)

• New clients generally come to us with investable assets of $500,000 and up.

We don’t earn commissions, don’t receive referral incentives, and are completely transparent about how we’re paid. We are fiduciaries, and are legally required to act in your best interest, so our advice is always focused on what’s right for you.

All fees are agreed upon and approved by the client prior to any work.

Ultimately, our clients demand excellence in exchange for their fees, which we are proud to deliver. 

To learn more contact Taylor Amonson at +1 (403) 671-1707 or  taylor@unbiasedadvice.com