Addison Taylor

Build Wealth Partners charges a combined monthly fee that covers both investment management and business consulting services. The fee is based on your annual gross revenue:

• $0 to $3,000,000 in gross revenue — $1,000 per month ($12,000 per year)
• $3,000,001 to $5,000,000 in gross revenue — $1,500 per month ($18,000 per year)
• $5,000,001 to $10,000,000 in gross revenue — $2,500 per month ($30,000 per year)
• Over $10,000,000 in gross revenue — Negotiable based on complexity, up to $5,000 per month ($60,000 per year)

This monthly fee is payable in advance every 30 days and applies to all clients, as investment management and business consulting are always bundled together.