Pricing

SIMPLE PRICING, DESIGNED TO FIT YOUR NEEDS.

First Session

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

Oui Consult

$ 350
Per session
  • Consultation
  • Online meeting
  • Duration: one hour

Oui Invest

1% to 2%
/year
  • Initial financial plan included
  • Unlimited hours
  • Extended hours
  • Unlimited emails
  • Digital assets management: 2.5%/year
  • 401k management
  • Assets under management fees (limited availability per bracket):
    <$500,000: 2%/year - Full
    $500,001 - $1,000,000: 1.75%/year
    $1,000,001 - $2,500,000: 1.5%/year
    $2,500,001 - $5,000,000: 1.25%/year
    $5,000,001: 1%/year

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%



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.