Table of Fees for Services
Carefully read Item 4 and Item 5 of Form ADV Part 2A (the firm brochure), as these sections of the brochure contain important details about Escalator Wealth Advisors, LLC advisory services and fees. Fees are not negotiable. The fees below will only apply to you when you request the services listed. Different fees may represent alternative payment options for similar services or combinations of services.
Effective date: —
Fees charged by the investment adviser
| Fee type | Fee amount | Frequency fee is charged | Services |
|---|---|---|---|
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Fees charged by third parties
| Fee type | Fee amount | Frequency fee is charged | Services |
|---|---|---|---|
| Third-party money manager fee | $0 | n/a | n/a |
| Robo-adviser fee | $0 | n/a | n/a |
Account-opening minimum
A $1,000 minimum initial deposit is required to open a client account. Once your account is open, no ongoing minimum balance is required. If your Household Portfolio later falls below $1,000 — for example, due to market declines or withdrawals — the sub-$1,000 fee waiver shown in the Subscription Fee row above applies for that month and you remain a contracted advisory client.
Worked example
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Cooling-off cancellation right
Clients may terminate the Investment Advisory Contract without penalty and receive a full refund of any fees paid within five (5) business days of signing. Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice.
No fee for short partial months
If the period of service in any calendar month is seven (7) calendar days or fewer — for example, when an account opens in the last week of a month — no advisory fee is charged for that month.
Additional fees and costs to discuss with your adviser
| Additional fees / cost | Yes / No | Paid to |
|---|---|---|
| Brokerage fees | No | n/a |
| Commissions | No | n/a |
| Custodian fees | Yes | Altruist Financial LLC |
| Mark-ups | No | n/a |
| Mutual fund / ETF fees and expenses | Yes | ETF issuers |
This page is published pursuant to 950 CMR 12.205(8)(f). Fee values are read live from the firm's billing engine — the same source the mobile application uses — so this page never drifts from what is charged.