Our Fee Structure

Our Financial Advisory fee varies depending on the complexity of the case. The exact advisory fee is mutually agreed upon prior to our engagement.

Our Independent, Fee-based status allows us to focus on one simple thing: what is in the best interest of our client.

It’s still common in the financial advisory industry to charge clients sales commissions for each stock, bond, or mutual fund they buy. We believe that this practice works against client's best interest.

Our Fee-Oriented approach means that we don’t have an incentive to steer you to a particular product. Instead, we’re free to recommend what we believe are the best investments for each individual client.

As a Fee Based Advisor, we receive no commissions for the purchase or sale of any financial assets, products or services. Thus, you are assured that all of our recommendations are made solely because we believe they are in your best interest.