Pricing
At Think Different Wealth Advisors, we have a client-first mentality. We believe clients deserve transparency and simple, easy-to-understand pricing. The idea that prospective clients must first attend a meeting before they can find out how much an advisor charges seems silly to us. We don’t hide our fees. If you spend some time to get to know us, we believe you’ll find that we earn every dollar we charge.
Due to limited capacity, we are currently only able to offer financial planning services to clients who have at least $1 million in assets under management.
Investment Management ONLY
We offer both active and passive management strategies. Our active strategy involves the selection of individual securities using fundamental analysis. We believe our deep research process and contrarian approach will outperform a broad passive index such as the S&P 500. Learn More.
Our passive strategy uses low-cost index funds and exchange-traded funds (ETFs) that track the performance of various indices. Clients may choose to use our active or passive strategies.
Our investment management fee is paid quarterly based on assets under management (AUM) at the end of each quarter. Our fee is calculated according to the following table and will vary depending on whether the active or passive option is selected. For example, if active management is elected, the first million under management will be charged an annual fee rate of 1.00%. The next million dollars will be charged a reduced rate of 0.95% and so on. The actual quarterly fee rate will be the annual fee rate divided by 4. Investment management fees are billed directly from your investment accounts.
| Assets Under Management | Annual Fee (Active) | Annual Fee (Passive) |
|---|---|---|
| $0 - $1,000,000 | 1.00% | 0.70% |
| $1,000,001 - $2,000,000 | 0.95% | 0.65% |
| $2,000,001 - $3,000,000 | 0.90% | 0.60% |
| $3,000,001 and above | 0.80% | 0.50% |
We require minimum assets under management of $300,000 for investment management-only clients.
Comprehensive Financial Planning + Investment Management
For clients with more than $1 million of assets under management, we offer financial planning services at no additional charge. Due to capacity limitations, we will only be able to accept a few more financial planning clients. Once we reach capacity, we will no longer be able to accept new financial planning clients.
Investment management fees are charged as a percent of assets under management. The same fee table from the Investment Management Only section above applies. The investment management fee component will be billed quarterly from your investment accounts.
Learn about what we offer
Read about the financial planning topics we cover and our unique investment philosophy and research process