Fees & Compensation
Transparency is fundamental—especially when it comes to fees and compensation. With Avodah, we receive no commissions on any products or securities selected for your accounts, ensuring our guidance is objective and solely in your best interest.
We are not incentivized to take a more conservative or aggressive approach with your portfolio’s risk. Instead, our compensation is based on the assets we manage and the ongoing planning, advice, and oversight we provide for your financial life. Accounts are billed quarterly, determined by the aggregated household value of your portfolio.
Below is a tiered schedule outlining your effective advisory fee.
$0 - $1,000,000
1.00%
Annual Advisory Fee
$1,000,001 - $5,000,000
0.75%
Annual Advisory Fee*
$5,000,001+
0.40%
Annual Advisory Fee*
*Only applies to the portfolio balance range shown. The first $1,000,000 is charged an annual advisory fee of 1.00%. The above advisory fees do not include the internal expenses, known as expense ratio, of any securities, nor transaction costs for the purchase, sale or exchange of any security. Fees are subject to change and may vary from the schedule shown.