As your fiduciary, we are committed to making you a confident and informed investor. Part of that role is education and transparency in how we operate. This begins with Fee transparency. As fee-only advisors, we are not incentivized to advise you to use “our” products or invest in ways that offer some other financial professionals in the industry the highest commissions. Our belief is that we are not successful unless you succeed. Our role as your fiduciary is also a legally enforceable relationship. Clearly, we take our client-centricity very seriously and will always be as clear and transparent with you as possible, especially regarding our fee structure.
Our Fee Schedule
The schedule for the various services we offer, subject to the agreement provided at the point of engagement, is as follows:
Complimentary (no charge)
Financial Plan (FP Meetings 1 and 2)
Financial Plan Updates
Unless you have at least $50,000 in assets under our management. Then the update is complimentary (no charge)
Based on a percentage of assets under management.
Extremely competitive versus industry peers
Couples’ Wills – $700 ($350/spouse)
Individual Will – $450
Living Trust – $1500
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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....