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Bestgate Wealth Advisors Fee Schedule

We are fee-only, which means we never accept commissions or other compensation from anyone other than our clients. We work only for YOU!
Our clients have a minimum of $500,000 of investable assets



Assets Under Management (AUM)

Fee (% of AUM)

≤ $500,000
1.25
$500,001 - $1,000,000
1
$1,000,001 - $3,000,000
0.8
$3,000,001 - $5,000,000
0.6
$5,000,001 - $10,000,000
0.5
≥ $10,000,001
0.4

Note: Total fee is based on the weighted percentage of assets in each tranche.

Contact Request 

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Contact Request Form