Our flat monthly fees are designed to deliver value worth a multiple of what we charge. This minimum monthly fee includes:
Four proactive meetings per year with an advisor to navigate your custom financial plan and all of your investment accounts.
Four proactive bitcoin technical meetings to review your security and refresh your skills as a part of the included Unchained Signature service.
Additional meetings for urgent life events (job change, lost/stolen bitcoin keys, death of a loved one, etc.)
*The fee may increase depending on the complexity of your specific situation. The more complex your situation, the higher the fee to ensure we can dedicate the appropriate time and expertise. Please note that this fee structure is designed to align our incentives - the more value we can create for you, the more we're compensated.
Factors that can increase complexity:
**In some cases (based on client request, potential tax advantages, or special circumstances) Gannett Wealth Advisors may instead charge an asset under management (AUM) fee of 1.00% of the value of the investments we manage for you (excluding bitcoin holdings). For any other fee-related questions, please consult with your advisor.