Pick how much we do for you.

From a single conversation to fully managed — you stay in control of custody at every tier.

Consult

A one-hour working session on your portfolio, goals, and strategy. A second opinion from people who do this all day.

$249 one-time

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Signals

Ongoing strategy and trade signals delivered to you. You keep the wheel and place your own trades.

$249 / month

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Financial Concierge

Pro

Fully managed. We trade on your behalf through limited, revocable authorization — assets stay custodied at your broker.

$499 / month + min. 5% of profits

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Pro plan: the performance fee is tiered by the gain on each position, starting at 5%.

Compare the tiers

What you get	Consult	Signals	Pro
Format	1-hour session	Ongoing signals	Full management
Billing	One-time	Monthly	Monthly + min. 5% of profits¹
Strategy & signals	Discussion only	✓	✓
Who executes trades	—	You	We do
Account custody	You	You	You²
Performance fee	—	—	5–30% of realized profits, tiered¹
Best for	A second opinion	Self-directed investors	Hands-off investors

Disclosures

¹The Pro performance fee is charged on realized profits and is tiered by the gain on each position: 5% for a gain of 0–24.99%, 10% for 25–49.99%, 20% for 50–74.99%, and 30% for 75% and above. The minimum rate is 5%. It is billed separately from the monthly subscription and may be subject to client-eligibility requirements.
²Pro is discretionary management through limited, revocable authorization on your own brokerage account; your assets remain in your custody at your existing broker.

Consult is advisory only — Amilli does not take custody of or trade your assets. Signals are research, not personalized investment advice; you select and place your own trades. Pro is discretionary — Amilli places trades on your behalf under limited, revocable authorization.

Pro plan

Performance fee schedule

Charged on realized profits, per position, and billed separately from the $499/month subscription. The rate is set by the total gain on the position when profits are realized:

Gain on position	Fee on profits
0% – 24.99%	5%
25% – 49.99%	10%
50% – 74.99%	20%
75% and above	30%

Example: a position bought at $100 and sold at $140 is a 40% gain, so the 10% tier applies — the fee is 10% of the $40 profit, or $4.

Minimum rate 5%. The tier is set by the position’s total gain and applies to the whole profit on that position. No fee is charged on losing positions or on unrealized gains. Applies to the Pro plan only; Consult and Signals carry no performance fee. Subject to client-eligibility requirements and the terms of your advisory agreement.

Nothing on this page is investment advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Performance figures shown across the site are updated quarterly (most recent: through Jul 31, 2026) and are not real-time. They are actual composite returns, pre-tax and gross of Amilli management fees; they are NOT net of the management or performance fees described on this page, so a client’s realised return would be lower. Net-of-fee figures are not yet published.