Pricing
SIMPLE PRICING, DESIGNED TO FIT YOUR NEEDS.
First Session
FREE
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Introductory Session
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Duration: one hour
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Online conference
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Quick response time
Oui Consult
$
350
Per session
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Consultation
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Online meeting
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Duration: one hour
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Session preparation included
Oui Invest
0.5% to 1.75%
/year
-
Initial financial plan included > $500,000
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<$250,000 - 1 free financial planning hour/year
$250,000 - $500,000 - 2 free financial planning hour/year
Unlimited hours > $500,000 -
Extended hours
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Unlimited emails
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401k management
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Assets under management fees (tiered fees):
<$500,000 : 1.75%/year
$500,001 - $1,000,000: 1.25%/year
$1,000,001 - $2,500,000: 1%/year
$2,500,001 - $5,000,000: 0.75%/year
$5,000,001: 0.5%/year
Ultra short-term investments - no sessions: 0.5%
Oui Invest
*
1.75%
-
Investment under $150,000
-
Initial financial plan** not included
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Duration: one hour (extra hour $300)
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Extended hours
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Unlimited emails
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Access to our private monthly newsletter
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Digital assets management: 2.5%
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401k management
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AUM:
$0 - $150,000: 1.75%
Oui Invest+
*
0.75%
- *1.75%
-
Investment exceeding $150,000
-
Initial financial plan included
-
Unlimited hours
-
Extended hours
-
Unlimited emails
-
Access to our private monthly newsletter
-
Digital assets management: 2.5%
-
401k management
-
AUM:
$150,0001 - $250,000: *1.75%
$250,001 - $500,000: *1.25%
$500,001 - $5,000,000: *1%
$5,000,001+: *0.75%
We Prioritize Your Financial Interests
We don’t sell financial products.
We don’t receive commissions.