TRANSPARENT PRICING
Flexible Fees Designed to Scale With You.
Cobalt Core operates under a straightforward fee structure built around two variables: the services your organization enrolls in, and the assets your team manages on your behalf. As your organization grows, your service model scales with it.
Two Components. Total Transparency.
Monthly Service Fee: A flat monthly fee based on your enrolled services—covering your dedicated Project Manager, Accounting Manager, and all Cobalt-delivered services selected during onboarding.
- Organizations with assets under $5M: starting at $1,000/month
- Organizations with assets over $5M: starting at $2,500/month
Assets Under Management (AUM) Fee: A percentage-based fee applied monthly to the total funds held across all bank accounts Cobalt manages on your behalf. This covers ongoing financial oversight, bookkeeping, and account administration.
- Under $5M in assets: 2–4% AUM
- Over $5M in assets: 1–2% AUM
Note: Third-party provider costs including audit, tax filing, legal, and state registration fees are billed separately and not included in your monthly fee. A full breakdown will be provided in your custom proposal.
WHAT'S INCLUDED
Your estimate includes these core services.
Every Cobalt Core engagement includes a dedicated Project Manager and Accounting Manager, plus your selected services from the following areas:
- Accounting & Financial Management
- Donor Management & Revenue Processing
- Payments & Disbursements
- Grant Management
- Tax, Audit & Regulatory Filings
- State & Charitable Compliance
- Entity Formation & Governance
- Legal, Risk & HR Services
Not sure which services you need? Our team will walk you through it on your post-application call.
READY TO GET STARTED?
Your estimate is just the beginning.
Once you submit an application, our team reviews your organizational profile and builds a tailored proposal—walking you through every line item before you sign anything.