We Structured Our
Business Around You
Our fee structure is designed to be fair for all parties.
After we have determined (1) the general complexity of your unique financial situation and (2) how much value we can provide based on our advice, we will propose a fair wealth planning fee. This may be a quarterly financial planning fee or possibly a reasonable percentage of assets under management. In other cases, a comprehensive flat annual fee might be the most appropriate.
Either way, your fee will be transparent and be the best for the type of relationship you would like with your financial advisor. We believe and it’s been our experience that your investment into our services will help guide you to greater wealth and save you time and effort along your journey in life.
For additional information related to our fees please see our ADV Part 2.