Becoming a Client
Together, we’ll leverage your success and elevate your new stage of entrepreneurship
The entrepreneurial journey is one of a kind. It’s a constant pull on your time and energy, and at some point, there is a realization that the success and freedom you envisioned are not scaling in unison and it's time to bring them into alignment.
That is why you are here.
You’re a risk-taker, a visionary one, and people like yourself don’t fall into the grind culture - they defeat it. With our tools and expertise, we can offer access to ideas you don't have on your bench. Together, we'll build off your success to position your time and capital in a way that helps you feel secure and excited for the road ahead.
We do our best work with entrepreneurs who have achieved success in growing their business. They are leaders who strive to grow in all aspects of their lives and are open to new experiences, ideas, and tools that will help elevate their life and career.
Annual Income
$750k+
Concentrated investment in business equity
Net Worth
$5m+
Values advice
At Entrepreneur Aligned, we understand that profit is a core measurement of success, and that we must deliver value that far exceeds cost in order to continually earn your business.
Earning your trust and long-term collaboration is the ultimate reward.
We accomplish it by keeping your interests first in the advice we provide and the fees we receive. Our compensation doesn't change based on how your portfolio is allocated and we aren't compensated by anyone other than you because we are here to serve you!
A flat quarterly fee based on ranges of a client's net worth.
Net Worth | Quarterly Fee | |||||||||||||||||||||||||
$0-$10M | $5,000 | |||||||||||||||||||||||||
$10M-$15M | $6,250 | |||||||||||||||||||||||||
$15M-$20M | $7,500 | |||||||||||||||||||||||||
$20M-$25M | $8,750 | |||||||||||||||||||||||||
$25M-$30M | $10,000 | |||||||||||||||||||||||||
Above $30M | Negotiable |
Our fees will always be fully transparent and disclosed. There are no commissions or add-on investment fees. Our flat fee compensation structure is intentionally designed to reinforce that our recommendations stem from what we believe is best for you.