Our Fees

As fee-only advisors, our interests are aligned with yours.
Senior mid 60s aged woman calculating bank fee with computer.
The Humphreys Group - Favicon

We are fee-only advisors and 100% of our revenue is from clients. We receive no commissions on investment products, insurance policies or other financial vehicles.

Our fees are calculated as a percentage of the investments we are responsible for managing, and they cover all aspects of our work with you. We never add further charges for our financial planning work. Our fees are structured to be comprehensive, transparent and easy to calculate.

The annual fee is calculated according to the following schedule:

Value of Account Assets

Fee Rate

  • On account assets up to $1,000,000 1.00.% plus
  • On account assets above $1,000,000 up to $2,000,000 0.75% plus
  • On account assets above $2,000,000 0.50%
  • Minimum Annual Fee $10,000

We calculate the quarterly fees at the beginning of each calendar quarter, based on the total account value on the last day of the prior quarter. Generally, our clients prefer that we deduct their fees directly from their non-tax deferred account, but they also have the option to pay their fee directly.

The Humphreys Group holds all clients’ investment accounts at Charles Schwab & Co. Schwab charges custodial fees, including wire transfer and electronic fund fees, and transaction fees when a trade is made in the account. These fees are in addition to The Humphreys Group management fee.

111 Sutter Street, Suite 525
San Francisco, CA 94104

We're on a mission to change the way the world thinks about women and money. Will you join us?