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 $750,000 investable assets
Assets Under Management (AUM) | Fee (% of AUM) |
The first $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 and up | 0.4 |
Note: The fee is based on the amount of money in each bracket
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