Friends & Family Pricing

Below you will find the pricing for our Friends & Family 5 referral program. You and up to 4 friends or family members can be in your referral group, and once you refer your first client to Warren Street Wealth Advisors, then you and everyone in your group will receive this fee schedule and grouped pricing for an additional discount.

AssetsTiered Fee Schedule
0 – $1,000,0001.00%
$1,000,000 – $2,000,000 0.90%
$2,000,000 – $5,000,0000.75%
$5,000,000 – $10,000,0000.60%
$10,000,000 – $50,000,0000.30%