Investment Management Fees

Where Fairness Meets Innovation

Fealty is revolutionizing the investment management landscape with a fee structure that places your financial well-being above all else. It's rare in the industry: if your account balance is less than your initial net contribution—accounting for withdrawals and deposits—by the end of the billing period, we waive the advisory fee entirely. This unprecedented commitment means we only succeed when you do, solidifying a partnership rooted in mutual growth and trust.

Your Loyalty, Richly Rewarded

We celebrate the dedication of our clients through our exclusive Loyalty Program. After four steadfast years of partnership, you automatically qualify for an average fee reduction of 20% across all investment accounts. This loyalty discount is our gesture of gratitude for your trust and continued relationship with Fealty, commencing as you celebrate your four-year milestone with us.

Clear, Client-Aligned Pricing

Our transparent, tiered fee structure, detailed in the chart alongside, is tailored to scale with your investment achievements. We ensure that our pricing aligns with the value we deliver, providing you with a clear, straightforward path to growing your investments.

Exclusive Insights & Management for the Ambitious Investor