How do you get paid?

Most of our business is conducted under what is known as an “advisory relationship.” This term refers to a fee for service arrangement whereby the advisor is paid an annual fee that is determined by a fixed percentage of the client’s assets under management. This arrangement ensures that we sit on the same side of the table with the common goal of growing your assets.

Note that our fee covers the professional management of your assets AND the development and implementation of your comprehensive financial plan.

See Services Offered

In unique circumstances, we also offer an ala carte menu of products and services. For example, under this arrangement, the client pays a fee for a plan only without committing investment assets to be managed.  There are also circumstances where a commission may be collected as it pertains to insurance products when needed. 

Regardless of the situation, we will clearly communicate any fee being charged so that you understand what you are paying and what we provide for that fee.