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. Since we do not earn a commission from products or trades we are able to truly make non-biased decisions on your behalf.

Broker:                                                                 Fee Based Advisor:

- More trades means higher compensation           - Lower costs helps to improve performance

- Some products pay a higher commission            - Fee based on a percentage of assets

- Limited to approved products by the firm           - Free to select the best investments 


If you would like more information about our fees, feel free to call us.