Comprehensive Wealth Strategy
For Tech Entrepreneurs & Executives
Does This Sound Like You?
As a mid-stage tech founder, executive, or business owner, managing the nuances of your financial life and planning for significant goals is becoming pressing. You’re looking for advanced guidance to organize your investable wealth above $500,000. If your business, tech company or career is taking off, experiencing a life-changing liquidity event, or your wealth situation is dynamic, the Wealth Engineer service offering is likely a good fit for you.
For a better understanding of our new client process, click here!
The Wealth Engineer Service
This package involves a highly detailed process to establish the right plan for you. We’ll begin by surveying the land (get to know you and your goals) and creating a blueprint (draft a plan). Then, we’ll build and maintain a fully integrated bridge to support your objectives.
What's Included
Ongoing Relationship
Regularly checking in with you about your progress and consistently monitoring your plan
Full-Fledged Plan & Investment Strategy
Creating & implementing customized solutions that address every aspect of your wealth picture
Hands-On Coordination
Integrating with your CPA, estate planning attorney & other professionals to put your plan into action
Get Started with a Complementary Wealth Review!
Wealth Engineer Service Cost
AUM Fee Schedule
Account Value | Annual Advisory Fee |
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.85% |
| $3,000,001 - $5,000,000 | 0.75% |
| $5,000,001 and Above | 0.50% |