How are you compensated for your services?

How we get paid can vary depending on the services provided. For our investment management service, we receive a fee directly from the client’s account based on a percentage of assets under management we manage for you. It’s all encompassing and includes a series of strategy meetings that convert to ongoing planning and investment management and is priced between 1.25% to 1.5% for accounts up to $1 million. Lower rates apply to household balances over $1 million. 

Sometimes, this may also be accompanied by commission-based compensation paid to us by an insurance company. Rest assured that we will be transparent about our fees, provide them to you in writing and work with you to find a compensation structure that aligns with your needs.