Transparent, Value-Driven Pricing
You deserve more than basic investment management—and you shouldn’t have to pay extra to get it.
At Boutique Family Office™, our value-driven pricing delivers comprehensive, fiduciary-level guidance for what many firms charge for investments alone. Lower fees today mean more money for what matters: living better, living longer, and leaving more behind.
One Clear Fee. One Personalized Plan.
Our pricing isn’t just simple—it’s powerful. One transparent fee gives you access to the full Boutique Family Office™ experience:
- Reliable Retirement Income – A predictable, tax-smart paycheck for life.
- Tax-Efficient Strategies – Keep more of every dollar working for you.
- Personalized Investments – Strategies crafted for your needs, not a one-size-fits-all lineup.
- Comprehensive Protection – Estate, risk, and asset safeguards built into your plan.
- HealthSpan Funding – Redirect savings to longevity testing, preventive care, or wellness experiences.
- Legacy Planning – Use fee savings to strengthen your legacy—philanthropy, heirs, and lasting impact.
All tracked through my.bfocfo.com—your secure, all-in-one command center for real-time planning, visibility, and family collaboration—powered by your personalized SWAG Retirement Roadmap.
The Boutique Family Office™ Pricing Advantage
Your fee is customized based on your unique needs, household complexity, and the services you select. From individual retirees to business-owning couples with layered entities, pricing reflects the value and depth of your engagement.
- No commissions, no sales incentives—just pure fiduciary advice.
- Comprehensive planning that covers far more than just investments.
- Lower lifetime costs—saving you hundreds of thousands over time.
- Reinvest the savings—into your health span, your legacy, or both.
Free Guide: How to Navigate Advisory Fees
Not all advice is created equal—and not all fees are easy to spot. This free guide shows you how to uncover hidden costs, understand true value, and take full control of your financial future.
Curious what your personalized fee would look like?
Schedule your complimentary fee review today and discover how much more you can receive—often for less than you're paying now.