Fee Schedule
Clear. Transparent. Fee only.
Fee-Only: No Commissions. No Sales. We are focused on providing financial planning services – not earning a commission or selling unnecessary products.
Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. That's why, as fee-only financial advisors, we're transparent with our fee schedule. We are compensated solely from fees paid by our clients and do not accept commissions or compensation from other services. This method of compensation drives us to select the absolute best solutions for our clients.
Our fee for portfolio management services is based on a percentage of the assets under management. This not only allows us to set clear expectations on the front end, but directly aligns our goals with client goals. Resulting in providing the absolute best options and solutions to our clients.
We are your resource. Our services include the preparation of a comprehensive financial plan, strategic selection and ongoing management of investments, transparent communication with quarterly and annual review, performance reporting and continuing education. We also provide coordination between our strategic partners based on individual goals and needs to include accountants, estate planning attorneys, insurance providers, etc.
Our fee structure is as follows:
Assets Under Management $0 – $1,000,000 | Annual Fee 1.00% |
We charge an one-time fee of $600 for financial planning services. We believe that a carefully designed financial plan based on individual circumstances and objectives should drive every client's investment strategy. This includes a variety of advisory services to our clients regarding the management of their financial resources based upon an analysis of their individual needs.
We may also use financial planning software to determine your current financial position and define and quantify your long-term goals and objectives. Once we specify those objectives (both financial and non-financial), we will develop short-term, targeted objectives. We will review and analyze the information you provide to our firm and the data derived from our financial planning software, to deliver a written plan to you, designed to help you achieve your stated financial goals and objectives.