Our Fee Structure
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Our fee structure has always been based on transparency.
Financial planning fees are based on the complexity of your situation and portfolio management fees are based on a percentage of assets under management, or, in some cases, a percentage of assets under advisement.
As a fee based advisor we do not earn a commission from products or trades allowing us to truly make unbiased decisions on your behalf.
If you would like more information about our fees, please arrange a complimentary initial assessment and evaluation with one of our advisors and we will be pleased to meet with you.