Simple. Transparent. Aligned with You.
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
$135M
Assets under management
13 yrs
Serving tech employees & founders
Triple
Designated advisor
Pricing model flexibility to meet you where you are at:
Minimum for the AUM model starts at $1,500,000 of assets under management or $15,000 a year for the flat fee model.
Assets Under Management (AUM)
- 1% on the first $1,500,000
- .80% on the next $1,500,000
- .65% on the next $5,000,000
- .55% on the next $7,000,000
- .10% on assets above $15,000,000
Or
Flat Annual Fee
For clients who are not interested in investment management or don’t quite meet the minimum, we offer a minimum flat annual fee of $15,000, which increases based on income, net worth, and complexity. The fee calculator is available below. Your fee will be presented based on our initial conversations and readjusted every 2 years for inflation, service provided, and other variables clearly explained.
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.