How We’re Compensated

Our planning work begins with a one-time $2,500 fee, which covers:

Discovery & goal-setting
Comprehensive financial planning projections
Outline of your priority advanced planning needs

Once your initial plan roadmap is built, we transition to an Assets Under Management (AUM) structure. This means your advisory fee is deducted monthly based on the total investment portfolio managed by Hyla using the fee schedule below:

Invested Amount

Initial* $1,000,000

Next $1,000,000-$3,000,000

Next $3,000,000-$5,000,000

Next $5,000,000 and above

Monthly Fee

0.083%

0.067%

0.050%

0.034%

*There is no minimum balance required to become a client. Every situation is evaluated individually. Fit—for both you and us—matters far more than the total of a portfolio. Your goals, your story, and your level of engagement are what drive the relationship. To support our planning efforts, we maintain a minimum fee of $334 per month, which is charged only when the investment total is under $400,000.