Transparent, Fiduciary Pricing
At 365Sundays Wealth LLC, we believe in absolute transparency. As a fee-only, fiduciary firm, we do not earn commissions or hidden kickbacks—our only compensation comes directly from you.
1. Wealth Management Services (Assets Under Management)
For ongoing, comprehensive portfolio management and continuous investment oversight, our fees are billed quarterly in arrears as a percentage of assets under management (AUM).
| Asset Tier | Annualized Fee |
|---|---|
| $0 – $500,000 | 1.25% |
| $500,001 – $1,000,000 | 1.10% |
| $1,000,001 – $2,000,000 | 1.00% |
| $2,000,001 – $3,000,000 | 0.90% |
| $3,000,001 – $4,000,000 | 0.85% |
| $4,000,001 – $5,000,000 | 0.80% |
| $5,000,000 and Above | 0.75% |
Note: Fees are calculated using a blended tiered schedule, and household accounts can be aggregated to optimize your tier.
2. Project-Based & Comprehensive Financial Planning
For clients seeking targeted strategic blueprints or project-based guidance without ongoing asset management, we charge a clear fixed fee.
| Planning Scope | Fixed Fee Range |
|---|---|
| Comprehensive Project Engagement | $5,000 to $15,500 |
Tailored Complexity: Financial planning fees may vary depending on the complexity, specific scope of work, and resources required.
We specialize in high-complexity financial planning and advisory engagements, including:
Concentrated Stock Planning
Advanced risk mitigation and single-stock management strategies.
Equity Compensation Planning
Navigating ISOs, NSOs, RSUs, and ESPPs strategically.
Retirement Income Planning
Designing sustainable distribution models for savers and spenders.
Business & Professional Practice
Guidance through start-up, operational growth, and exit strategies.
Estate Planning Coordination
Collaborating directly with your estate attorneys for proper alignment.
Liquidity Event Planning
Comprehensive advisory for major financial transitions.
3. Retirement Plan Consulting & Management (For Businesses)
For employer plan sponsors, corporations, and professional practices (such as medical or dental offices) establishing or managing company-sponsored retirement plans like 401(k)s or profit-sharing structures, our annualized fees are based on a straight-tier asset schedule billed quarterly in arrears:
| Plan Asset Tier | Annualized Fee |
|---|---|
| $0 – $1,000,000 | 1.00% |
| $1,000,001 – $5,000,000 | 0.80% |
| $5,000,000 and Above | 0.70% |
Note: This corporate fee structure does not include third-party administrator, recordkeeper, or custodian fees.
Our Fiduciary Promise
You will always know what you pay and why you pay it. All fees, terms, and service scopes are explicitly detailed in your Advisory Contract before any relationship begins.