Our Fees and Services
Toucan was founded on the principle that everyone deserves a family office.
The value of a traditional family office lies in independent, trusted, expert and conflict-free financial advice.
Shouldn’t everyone want that?
For on-going financial advice, retirement planning, and investment management.
As you evaluate your options in the world of financial advice and wealth management, you’ll hear one phrase over and over again: Assets Under Management or “AUM”.
AUM refers to the investments and cash you place with a traditional investment advisor or wealth manager. Traditional wealth managers want all of your assets at one place –– with them –– and they charge 1% (or more) annually to manage those investments.
We do it differently.
By aligning our fee to your assets, we solve a variety of pain points and misaligned compensation structures in the world of traditional financial services:
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