Pricing

SIMPLE PRICING, DESIGNED TO FIT YOUR NEEDS.

First Session

FREE
  • Introductory Session
  • Duration: one hour
  • Online conference
  • Quick response time
Free session

Oui Consult

$ 350
Per session
  • Consultation
  • Online meeting
  • Duration: one hour
  • Session preparation included
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Oui Invest

0.5% to 1.75%
/year
  • Initial financial plan included > $500,000
  • <$250,000 - 1 free financial planning hour/year
    $250,000 - $500,000 - 2 free financial planning hour/year
    Unlimited hours > $500,000
  • Extended hours
  • Unlimited emails
  • 401k management
  • 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%
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Oui Invest

* 1.75%
  • Investment under $150,000
  • Initial financial plan** not included
  • Duration: one hour (extra hour $300)
  • Extended hours
  • Unlimited emails
  • Access to our private monthly newsletter
  • Digital assets management: 2.5%
  • 401k management
  • AUM:
    $0 - $150,000: 1.75%
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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%
Make an appointment

We Prioritize Your Financial Interests

We don’t sell financial products.

We don’t receive commissions.

Free session