FEE-BASED PLANNING FROM AN INDEPENDENT PERSPECTIVE
If your desire is a fee-only or fee-based system, our current asset-under-management charges are
Under $100,000 1.25%
Between $100,000 and $500,000 1.10%
$500,001 to $1,500,000 1.00%
Over $1,500,000 0.90%
Tactical Investing Strategy (Downside Protection)
Over $125,000 1.5%
In some instances, we will use a fee-based system for some of your assets and a commissioned product for other assets if that is in your best interest. We will always disclose your costs. If there are certain products or securities that suit you best and are offered through the commissioned-based system, we will disclose all charges that you may incur.
The final method of compensation is an hourly fee. In some instances, this is appropriate. If you choose this option, we have a 2-hour minimum charge per visit.
*We offer an initial FREE One-Hour Consultation to make sure that a long-term financial relationship is mutually beneficial.
START WITH A PLAN
Planning for the future often requires a written plan. We charge $500 and up for this service. This comprehensive financial planning process is a personalized documented road map to help you reach your goals and objectives. Our goals-based system lets you capture your financial future.