We believe in transparency when it comes to our compensation. We want you to have a clear understanding of all costs involved, without any surprises. As independent financial planners, we offer a diverse range of products and services; the compensation will be different depending on the services delivered.
For managed investment portfolios and ongoing advisory services, our compensation is structured as a tiered annual percentage based on the assets under management. This aligns our interests with yours, as our fees are directly tied to the performance and growth of your investments. This annual fee typically begins at 1.0 percent and tiers down above $500,000.
For smaller accounts, typically under $50,000, and services related to insurance, we earn commissions that are either paid by the insurer -or- as a small up-front percentage from your investment.
Our goal is to ensure that you feel costs are fair and commensurate with the value you receive. We want to build a long-lasting relationship based on trust and mutual understanding. There are no unexplained or unexpected fees when you work with us.