Your advisor’s fee shouldn’t grow just because your portfolio did.
We charge a flat annual fee. No commissions, no products, no percentage of your assets.
Serving clients since 1975.
A fee, not a percentage
Our fee is a flat dollar amount, agreed before we begin. It doesn’t compound with your balance the way a percentage does — a market rally doesn’t make us more expensive.
Your life first
What’s your why? What lights you up? What keeps you up at 3 a.m.? We go beyond cookie-cutter goals and help you plan for meaningful aspirations — and we won’t make a single recommendation until we understand what you’re actually building toward.
No asset minimums
Good advice shouldn’t be reserved for large portfolios. We work with people building wealth, not just people who already have it.
Fifty years, one standard.
The Coleridge Group has been serving clients since 1975 and is led today by Francisco Ayala, CFP®, CFA. The principle it was built on hasn’t changed: your advisor’s pay shouldn’t depend on which advice they give you.
Fees based on the work, not a percentage of your money
A percentage fee grows every year the market does, whether or not anything about your situation changed. Ours doesn’t. On a $3 million portfolio, 1% is $30,000 a year — and it climbs from there.
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