Our pricing
- Get Rich Slowly LLC is a fee-only adviser. We are compensated exclusively from fees billed directly to you for our Advisory Services and Portfolio Management Services. We do not receive sales commissions, bonuses or other incentives for the sale or recommendation of products or services, bonuses or other incentives for achieving sales targets or metrics, compensation for referrals of our clients to third-parties, payments for order flows, or other third-party sourced financial or non-financial compensation.
- Our schedule of fees is divided into fees for Advisory Services and fees for optional add-on Portfolio Management Services. Advisory Services may include: Investment Advisory Services, Personal Financial Planning Services, and Personal United States Federal Tax Planning Services. Please reference Eligibility.
- We offer extremely competitive, transparent, and straightforward pricing. Several flexible billing options are available to accommodate your needs and preferences.
- Prospective clients are offered a complimentary 60 minute initial consultation.
Our terms
- Our schedule of fees is subject to periodic review and revision. This is necessary to account for our operating needs and expenses, effects of inflation, market forces, and to remain competitive with fees charged by our competitors.
- All prices are expressed in United States dollars (USD). All prices are inclusive of sales tax.
- Invoices billed are due no later than 21 days after invoice date.
- In addition to fees for Advisory Services and fees for optional add-on Portfolio Management Services billed by Get Rich Slowly LLC, you may incur additional costs associated with the implementation of our recommendations, including mutual fund expense ratios, exchange traded fund (ETF) expense ratios, margin debt interest, and brokerage or other transaction costs, such as brokerage commissions for trade executions, regulatory fees, exchange fees, clearing fees, or pass-through fees.
- Please reference our Client Contract for our complete terms.
Optional Add-On Portfolio Management Services
Fee Rate for Your First $1,000,000.00 in Assets
annual nominal fee rate
Pricing applies to your first $1,000,000.00 in assets under our management
Fee Rate for Your Assets Beginning at $1,000,000.01 or Greater
annual nominal fee rate
Pricing applies to your assets under our management beginning at $1,000,000.01 or greater
Assets under management (AUM) fees for optional add-on Portfolio Management Services are a tiered schedule of fees billed as a percentage of the net liquidation value of client assets under management by Get Rich Slowly LLC, with annual nominal fee rates of 0.05% and 0.10% applied to different asset bands according to our asset thresholds. Portfolio Management Services require a minimum of $10,000 in starting client assets under management by Get Rich Slowly LLC and concurrent selection of the flat-fee subscription (retainer fees) option for Advisory Services as discussed below. Fees for optional add-on Portfolio Management Services are billed separately from, and in addition to, fees for Advisory Services.
Billing Options for Advisory Services
Hourly Fees Option
Flexible Hourly Billing
$258
hourly
Billed in increments of one-half hour (increments of $129)
$129 minimum
Not eligible to select optional add-on Portfolio Management Services
Flat-Fee Subscription (Retainer Fees) Option
Individuals
$172
monthly
Pricing applies to:
Individual clients with less than $5,000,000 in assets
$2,064 annual cost
Eligible to select optional add-on Portfolio Management Services as discussed above. Fees for Advisory Services are billed separately from, and in addition to, fees for optional add-on Portfolio Management Services.
Small Households
$215
monthly
Pricing applies to:
Households consisting of two individuals with unified finances and less than $5,000,000 in assets (inclusive of marital relationships, legally recognized cohabitation agreements, or dependents)
$2,580 annual cost
Eligible to select optional add-on Portfolio Management Services as discussed above. Fees for Advisory Services are billed separately from, and in addition to, fees for optional add-on Portfolio Management Services.
Complex Advising
$258
monthly
Pricing applies to:
Households consisting of more than two individuals with unified finances (inclusive of marital relationships, legally recognized cohabitation agreements, or dependents)
Clients owning privately held companies
Clients who are not natural persons (inclusive of organized business entities, charitable organizations, trusts, or estates)
$5,000,000 in assets or greater
$3,096 annual cost
Eligible to select optional add-on Portfolio Management Services as discussed above. Fees for Advisory Services are billed separately from, and in addition to, fees for optional add-on Portfolio Management Services.
Eligibility
- Advisory Services are available to the following types of clients:
- Personal Financial Planning Services and Personal United States Federal Tax Planning Services are available exclusively to individuals and their families, including individuals owning privately held companies.
- Investment Advisory Services are available to the following types of clients:
- Individuals and their families, including individuals owning privately held companies.
- Organized business entities, including partnerships, limited liability companies (LLCs), and corporations.
- Charitable organizations.
- Trusts.
- Estates.
- Investment Advisory Services are available to the following types of clients:
- Portfolio Management Services are available to the following types of clients:
- Individuals and their families, including individuals owning privately held companies.
- Organized business entities, including partnerships, limited liability companies (LLCs), and corporations.
- Charitable organizations.
- Trusts.
- Estates.
In investing, you get what you don’t pay for.
Our cancellation policy
- We offer easy and straightforward cancellations: You may cancel our services at any time and for any reason without further obligations or commitments.
- Advisory Services invoiced by hourly billing or as limited engagements may be discontinued at any time. Updated invoices accounting for work that has already been performed by Get Rich Slowly LLC (billed in increments of ½ hour) will be delivered to you and must be paid in full to Get Rich Slowly LLC. Any continuing engagements or services previously requested by you and yet to be performed by Get Rich Slowly LLC will be canceled without further obligations.
- Advisory Services invoiced by monthly billing may be discontinued at any time and without further obligations. Fees for future billing periods will not be billed to you. If Advisory Services are discontinued prior to end of the current billing period, fees will not be billed to you for Advisory Services within the current billing period.
- Optional add-on Portfolio Management Services may be discontinued at any time and without further obligations. Prorated fees accrued by you within the current billing period must be paid in full to Get Rich Slowly LLC. Fees for remaining days within the current billing period and fees for future billing periods will not be billed to you.
- Please reference our Client Contract for our complete terms.