our fee structure

We offer Fee-Only financial planning and investment management, which means we work directly for you — and only you.

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.

Our fees are competitive and typically based on a percentage of assets under management (AUM), meaning our success is tied to yours. For the right fit, new clients generally come to us with portfolios of $500,000 and up.

In those select instances where we would like to work together with a client who does not yet have a substantial base of investment assets, we will agree to work on a flat fee basis, until such time as the client portfolio becomes material in size. 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