Our loyalty is never to a product, a commission, or a corporation; it is always, first and foremost, to our clients.
When we founded Humanity Wealth Advisors, we wanted our pricing structure to be different than the industry standard. We offer hourly, subscription, and AUM (Assets Under Management) options so that you have more payment flexibility and have your unique needs met.
We believe an advisor’s number one goal should be putting money in their client’s pocket. That’s why, at Humanity, you’ll find low rates.
Four Ways to Pay
Our service levels are tailored to your specific needs and budget. Whether you need someone to manage your assets, comprehensive financial planning, help creating a budget, or just need someone you can call when you have money questions, we have a plan for you.
Assets Under Management (AUM)
For clients with $50k+ assets, Humanity will manage the assets at a competitive price (fees starting at .75% / year). Why? We believe in putting your pocket book ahead of our own.
See chart below for AUM pricing specifics. Clients on the AUM plan are not subject to hourly or subscription fees.
|$50,000-$249,999||.75% a year|
|$250,000-$499,999||.71% a year|
|$500,000-$749,000||.61% a year|
|$750,000-$999,999||.55% a year|
|$1,000,000-$1,249,999||.49% a year|
|$1,250,000-$1,749,999||.41% a year|
|$1,750,000-$1,999,999||.35% a year|
|$2,000,000 and Above||.29% a year|
Have a question or just need to know if you’re headed in the right direction? Humanity can meet with you on an hourly basis to advise you about your unique situation
Basic Financial Plan
Are you looking to create a comprehensive financial plan, find the right life insurance, set up a college savings plan for your child, build a budget, manage your wealth, plan for retirement, or create an estate plan? Humanity can work with you on a project-by-project basis to help you plan your financial future.
Specific pricing depends on the project and upkeep. Reach out to our office to get pricing for your unique situation.
We offer a subscription option as a way to communicate with you throughout the year. When you have a question or a financial concern comes up, you can call us for help.