Process & Fees
How Does This Work?
First, we want to help you visualize what your life would really look like if money was no obstacle.
From there, we provide recommendations on your entire financial life and begin guiding your financial journey to help you get closer to the life of your dreams.
Where Do You Start?
Ongoing Service Model Process
Upfront Work
We start by helping you get to the core of what is most important to you and what you want your money to accomplish for you. We then organize your financial life and provide initial recommendations specifically tailored to your unique life and financial goals.
Here's how it works after you sign up:
Process & Fees
How Does This Work?
Tiered flat fee pricing model with a minimum and maximum monthly fee cap. Each tier increases with client complexity, strategy, and time commitment.
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*Awoye Capital offers separate assets under investment management services without financial planning retainer model.
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Fees
Tier One
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Individual/Couple: $1,000 per month Retainer
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Business Advisory: $1,000 per month Retainer
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Comprehensive One Time Financial Plan starts at $750
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Quarterly Financial Planning Option: $300 per month
Tier Two
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Individual/Couple: $2,000 per month Retainer
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Business Advisory: $2,000 per month
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Comprehensive One Time Financial Plan starts at $1,500
Comprehensive One-Time Financial Plan: Includes going through the Awoye Capital discovery process where we learn everything about the client's goals, fears, cash flow, assets, liabilities, etc. to build a custom financial plan designed around their unique life goals and financial situation. Which we deliver in addition to other documents at the end of the planning process.
Retainer Services: Includes going through the Awoye Capital discovery process where we learn about the client's goals, fears, cash flow, assets, liabilities, etc. to build a custom financial plan designed around their unique life goals and financial situation. After the holistic financial plan is created, we speak to the retainer client once a month on different financial topics every month, where we open accounts, implement strategies, speak to other professionals on behalf of the client, etc. following the Awoye Capital Service Calendar. (See attached) Financial & Business Planning For Entrepreneurs, Founders, & Small Business Owners Invest Smarter · Grow Business · Reduce Taxes Awoye Capital offers discretionary asset management services to advisory Clients.
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Awoye Capital offers discretionary direct asset management services to advisory Clients. Awoye Capital charges an annual investment advisory fee based on the total assets under management as follows:
*This is a tiered or breakpoint fee schedule, the entire portfolio is charged the same asset management fee. The annual fee is negotiable. Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.