Our Fee-Only Structure

WHAT WE DO

  • Provide a comprehensive suite of wealth management services
  • Offer services on a stand-alone, contractual basis
  • Happily work with any professional advisors you may already have so you have a fully coordinated, comprehensive financial plan

WHAT WE DON’T DO

  • Sell products
  • Take commissions
  • Receive any income, directly or indirectly, from any institutions or business partners

“FEE-ONLY” DEFINED:

“Asset-based, hourly or flat fees: Many RIAs (Registered Investment Advisors) charge a percentage of the assets they manage for you (typically 1%-2%). This compensation method rewards your advisor for growing your portfolio. Hourly or flat fees are often associated with a specific, one-time service (e.g. developing a financial plan). The fee may vary by account size and service.”

- From “How do I choose the right advisor” by CharlesSchwab & Co., Inc.