Pricing Benchmark

Generated: 2026-04-08T16:04

Date: April 8, 2026

Prepared for: World Invest Center

Scope: WIC service pricing benchmarked against 10 major advisory firms with publicly disclosed 2025-2026 pricing.

Executive Summary

Market reality: advisory pricing is splitting into three lanes.

1. Low-cost digital: 0.25%–0.65% AUM or fixed monthly fees.

2. Mass affluent hybrid/human advice: 0.50%–0.90% AUM.

3. Traditional / HNW advisory: 0.80%–1.75% AUM, usually with fee breakpoints at higher asset levels.

What this means for WIC:

WIC should not compete on generic AUM pricing. That is a commodity lane dominated by scale brands. WIC’s advantage is different: macro positioning, concentrated-wealth risk, digital-asset intelligence, cross-border capital logic, and bespoke strategic advice.

Recommendation: keep WIC positioned as a specialist high-value advisory boutique with:

That structure is cleaner, more profitable, and better aligned with WIC’s actual product than standard AUM billing.

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Benchmark Universe

The comparison below uses firms with public pricing or public fee disclosures as of April 8, 2026.

| Firm | Public Pricing | Minimum | Model | Positioning Read |