One published rate. No hidden layers.
Aethelis charges a single, transparent percentage of assets under advisement. No commissions, no proprietary fund incentives, and nothing you have to find in a footnote.
Every tier, every relationship
- A dedicated, named advisor
- Investment management across all accounts
- Estate and trust coordination with outside counsel
- Annual tax strategy review
- Quarterly standing portfolio reviews
- Consolidated digital portfolio and document vault access
No surprise line items
- Commissions on any investment product
- Proprietary fund management fees
- Charges for additional advisor meetings
- Fees for adding family members to the relationship
Before your first statement
Is this fee charged on top of fund expense ratios?+
Underlying fund expense ratios, where applicable, are separate and disclosed individually — we select low-cost vehicles by default and will always show you the all-in cost before you commit to anything.
How is the fee billed?+
Quarterly, in arrears, deducted directly from the account unless you request an invoice instead. You'll always see the exact calculation before it's charged.
Does the rate apply to the whole relationship or per account?+
Per relationship — assets across all your accounts with us are combined to determine your tier, so consolidating accounts with Aethelis can lower your effective rate.
What happens below $1,000,000?+
We occasionally take on relationships below our typical minimum for younger professionals with a clear trajectory. Reach out and we'll have a direct conversation about fit and fees.
Not sure which tier fits your situation?
Tell us roughly where you stand and we'll walk through the numbers directly, before any commitment.
Request an introduction