Fees

Wealth Management

Ideal for clients looking for fully engaged personalized wealth management services.

1% of all Assets Under Management (AUM)

We offer:

  • Comprehensive Goal Based Individualized Financial Planning
  • Aggregated view of all your Babylon and held away assets
  • Assessment of your risk tolerance and portfolio risk capacity
  • Access to your portfolio via website and mobile app
  • Babylon proprietary asset allocation model
  • Portfolio tax optimization
  • Access to our Investment Research services
  • Monthly statements
  • Quarterly portfolio reviews
  • $99 per month minimum for small balance portfolios

Investment Management

Ideal for clients who have an established relationship with a financial planner.

0.7% of all Assets Under Investment Management (AUIM)

We offer:

  • Aggregated view of all your Babylon and held away assets
  • Assessment of your risk tolerance and portfolio risk capacity
  • Access to your portfolio via website and mobile app
  • Babylon proprietary asset allocation model
  • Portfolio tax optimization
  • Monthly statements
  • Annual portfolio review.
  • $69 per month minimum for small balance portfolios

Financial Planning

Ideal for clients who want flexibility and one-time financial planning solutions

  • $250 per hour
  • Financial plans $500 – $5,000

Workplace Retirement Advisory

Ideal for Small and Mid-Size Business owners looking for customized workplace retirement solutions

Starting at $3,800 plus 0.25% of Assets Under Management (AUM). Final cost dependent on plan size and number of participants. Inquire for details.

We offer:

Customized retirement and investment management solutions tailored to your company needs.

  • Assessment of participants’ risk tolerance and portfolio risk capacity
  • Access to your portfolio via website and mobile app
  • Babylon proprietary asset allocation model
  • Monthly statements