Simple. Transparent. Aligned with Your Success.
At Wealth Script Advisors, clarity in fees is essential to building trust. Our straightforward, transparent approach to fees ensures that you know exactly what you’re paying for and how it aligns our advice and services with your financial goals.
Our compensation models include the following services:
- Comprehensive financial planning
- Investment management advice and services
- Tax planning strategies
- Equity compensation guidance
- Estate planning coordination
- Regular review meetings and ongoing support
Pricing model flexibility to meet you where you are at:
Minimum for the AUM model starts at $1,000,000 of assets under management and $10,000 a year for the flat fee model.
Assets Under Management (AUM)
- 1% on the first $500,000
- .95% on the next $500,000
- .90% on the next $1.5 million
- .80% on the next $2.5 million
- .70% on assets over $5 million
Or
Flat Annual Fee
For clients who are not interested in ongoing investment management or don’t quite meet the minimum, we offer a flat annual fee of $10,000 a year. This fee encompasses all services, including investment guidance, financial planning, and tax guidance.
Giving Back
Wealth Script Advisors is committed to making a positive impact on our community. We pledge 1% of our annual revenues to Junior Achievement of Northern California. A non-profit focused on providing financial education, encouraging entrepreneurship, and supporting young women in STEM through our local school systems.