Fees

We’re committed to providing tailored financial solutions based on your needs and objectives while delivering the best possible level of service.

To do so, we believe it is imperative to operate under a fee for service model to ensure your needs drive the right solutions. A fee for service model has the following advantages:

• By separating the planner’s fee from investment recommendations, the risk of conflict of interest is significantly reduced (or eliminated)

• A fee for service model will match the degree of complexity of the advice and the time taken to provide the advice

We will agree with you the amount you pay based upon:

• a flat dollar fee

• an hourly rate

• the amount you invest

• a combination of the above

We believe our broad range of loyal clients and ongoing business referrals are a direct reflection of the quality of our advice.