Fees & Compensation
We pride ourselves on being transparent in our strategies and honest in what we charge. We charge a flat fee for an initial financial plan, which includes an overall assessment of your current situation and recommendations to help you achieve your goals. This fee is based on an hourly rate and the number of anticipated hours.
Click here for an example of our Client Services Agreement. INSERT HYPERLINK TO SERVICES AGREEMENT
Once engaged we work on a blended fee schedule based on assets under management and flat fees for plan implementation, portfolio management, and client services
Our clients have found significant value in working this way:
- enhanced transparency
- no hidden fees
- no bias due to conflicts of interest
- an objective upfront assessment of your current situation and future needs
