Fair, Transparent, and Flexible

 

The wealth advice industry is ever-evolving, and this is reflected in our fee structure:

 

  • Fair: You pay for the financial planning you receive and we get paid for the service we provide.
  • Transparent: You know exactly what you pay. You'll either be invoiced directly or see the fee deducted from your investment account. 
  • Flexible: If you want us to manage a large portfolio for you, we'll offer you economies of scale through very competitive asset-based fees. If you have little or nothing to invest with us, you still receive the same level of service by paying an hourly financial planning fee. Our minimum account size is $0.

 

In setting our fees, we're not looking to undercut all competition, but to provide true value for what you pay.

Do-it-yourself investing through a discount brokerage is a perfectly viable path for those who know what they're doing, and we'd be happy to supplement your discount brokerage portfolio with professional fee-only financial planning services.

Our overall costs are double to triple what you would pay a Robo Advisor, and not much lower than what you would pay through mutual funds at a bank or mutual fund dealer, however you will receive far more value through a dedicated advisory relationship and comprehensive financial planning. 

Start With a Plan

 

Every client of Muhs Wealth Partners receives comprehensive financial planning first and foremost. Based on the complexity of your situation, annual fees range, depending on the number of hours we commit to your financial planning per year. Your financial planning fees may then be paid for either directly, by issuing us a cheque, or via your portfolio management fees (see below) if you decide to have us implement your investment strategy.

Check out our Financial Planning page for more info on our overall process

Professional, Evidence-Based Discretionary Portfolio Management

 

You work hard for your money... why pay a considerable fraction of your wealth over the long term to banks or mutual fund dealers for the privilege of having them sell you their own high-cost products?

 

Not only do our highly competitive fees cover the active management of a truly purpose-built portfolio backed by historical evidence and academic research, but your fees are also credited toward your financial planning services (above).

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