How We Get Paid

Our compensation structure is straightforward and transparent.

This model allows us to maintain a high level of service while ensuring that our client's interests are aligned.

Fee-For-Advice Planning. Financial Advisor advising clients.

Fee-For-Advice Planning consists of:

  • Fiduciary Standard of Care
  • Fee based on complexity per engagement
  • Written comprehensive financial plan including an audit and recommendations

 

Wealth Management. Affluent couple talking with financial advisor.

Wealth Management includes:

  • Fiduciary Standard of Care
  • Fees based on assets under our management
  • Ongoing implementation of professional asset management and comprehensive planning

 

Risk Management. Financial Advisor discussing risk in an office setting.

Risk Management covers:

  • Suitability Standard of Care
  • Standard commissions paid by the insurance company on any products implemented
  • Ongoing implementation of risk management products as determined by your comprehensive plan