What fees do I pay now and how much do I pay on an ongoing basis?
The fees or commissions you'll pay depend entirely on how you'd like to work with us.
Planning Services: If we agree that entering into a financial planning agreement makes the most sense for your situation, you'll pay a flat fee for each year we work on your plan.
Asset Management: If we actively manage your investment assets, you'll pay a percentage of the assets placed under our care.
Transactional: If you purchase an insurance product, mutual fund, or annuity, we will be paid a commission by the company whose product you have chosen to purchase.