facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Fee-Based Planning

Providing fee-based planning services is an important part of what we do. It allows us to be compensated for providing analysis, guidance and recommendations without the need to sell a product. Our fee arrangement can vary depending on our client’s needs and the complexity of their situation. Below is an outline of ways in which we can charge:

  • Hourly Fee
  • Financial Planning Fee to create and deliver a Financial Plan
  • Charge an annual percentage of assets under management (assets that are either managed with the firm or held away)

If you would like discuss your situation and understand which fee structure best suites your needs, please feel free to reach out to the firm.