We structure our advisory fees to be transparent and tailored to each client’s situation. For investment account management and retirement plan services, advisory fees are typically based on a percentage of assets under management. We are not required to include any proprietary funds or products in our portfolios. Acting as a fiduciary, we make impartial investment decisions that are in the client’s best interest and based on each client’s risk profile and investment objectives. Details of the services we provide and our investment management fees are clearly outlined in the Investment Management Agreement we provide for each client. 

For financial planning and consulting, our fees are based on the scope of the work and can be one-time or ongoing, as a fixed fee or hourly rate. The specifics of each client’s planning services and associated fees are outlined in their Financial Planning/Consulting Agreement. Our role is to help clients create a financial plan and make recommendations that align with their goals, priorities, and objectives.