Fee-Only
We are a fee-only financial planner and investment manager. "Fee-only" means that your advisor receives no other compensation other than the fee you pay.
There are a multitude of financial compensation arrangements available in the financial industry today, however the fee-only arrangement clearly serves the client's best interest. Commission arrangements have a severe inherent conflict of interest. The pure fee-based arrangement, although better for the client, does not avoid the bias towards those investments that bring higher fees such as equity investments - also known as "equity bias." Due to our low fee schedule and low-cost investment and index fund philosophy, our asset-based pricing does not differentiate from asset to asset. In other words, our fee does not change whether our clients are invested in equity or more conservative options such as fixed income.
Our Fees
Due to our flexible service offerings, our fee structure is set for each client on a case-by-case basis. Generally, our fees range from 1% down to as low as .30% for assets over $2 million. Please feel free to contact us for a confidential screening and immediate fee quote.
