The fee structure at Qubera Wealth is simple and transparent. During our Get Acquainted Meeting we can discuss the fee structure and which approach works best for you.
Percentage Basis
We’ve found that that most people prefer to work with us on an ongoing basis where we are compensated on a percentage basis, based on the value of the assets under management. If your assets grow, so does the fee. But if your assets decline, so does the fee. This approach is simple, and more importantly, it’s put us on the same side of the table as you. A main benefit with this approach is that all of the financial planning work, regular reviews, year-end gain/loss harvesting, portfolio rebalancing, etc, is included in this one ongoing fee. The other benefit is that you won’t feel like you’re ever “on the clock” when you’re talking to us. This is a simple ongoing, open-ended relationship.
Hourly Basis
Alternatively, if you prefer, we can work with you on an hourly basis to provide you with financial planning and investment recommendations that you can implement yourself.
You’ll be provided with a written quote following our initial Get Acquainted meeting so you’ll know exactly what our services will cost. Then we’ll provide you with written advice and recommendations and give you guidance on how to implement on your own.
This could be a full financial plan covering all aspects of your financial life and would include a variety of recommendations. Or, it could be something much simpler such as reviewing your existing portfolio with rebalancing recommendations that you implement on your own. It’s wide open. We’re flexible, and we’re here to help with whatever financial questions you may have.