Financial advice that fits.

At Passage Wealth, everything we do is personalized to your unique goals—including our process and fees.

Fees and Costs

All fees are established and discussed after an initial consultation. We’ll take time to get to know your needs and build a fee schedule that fits. Typically, our process and fees fall into one of two categories.

Comprehensive Planning

Many of our clients turn to us for advice about a wide range of needs— retirement planning, investment solutions and legacy planning. For these clients, we charge a monthly or annual fee for ongoing services and advice.

Investment Management

Overall, we believe the best investment experience for our clients is one that delivers confidence throughout any market environment.

Based on our actively managed approach rooted in quantitative research, we charge an advisory fee based on total household assets under management.