Our fee structure has always been based on transparency. Financial planning fees are based on the complexity of your situation and portfolio management fees are based on a percentage of assets under management, or, in some cases, a percentage of assets under advisement. Since we do not earn a commission from products or trades we are able to truly make non-biased decisions on your behalf.
Broker: Fee Based Advisor:
- More trades means higher compensation - Lower costs helps to improve performance
- Some products pay a higher commission - Fee based on a percentage of assets
- Limited to approved products by the firm - Free to select the best investments
If you would like more information about our fees, feel free to call us.