What you Pay Matters
What you Pay Matters
We are fee-based financial planners. That means we are compensated differently depending on the situation. All costs are explained up-front, and you have some choice in how you compensate us for our time and recommendations. There are no unexplained or unexpected fees.
- For our managed investment portfolios, we earn a small tiered annual
percentage from the assets under management. - For smaller accounts (typically under $50,000) and insurance related
services, instead we earn commissions that are built into the cost of
those plans. - You may also engage us on a subscription model and pay a monthly or
annual advisory fee.