Our fee structure is asset-based, and you are charged only for portfolio management. Flat fee financial planners are paid for their time, rather than a change in products.
We choose to operate primarily under the asset-management structure because it’s the optimum way to build solid relationships with our clients. When an adviser charges by the hour clients are concerned about time spent on meetings, phone calls, even email questions. With an asset-based fee we can work with clients to continually review their portfolio and adjust strategy as their needs change. Clients don’t worry about the cost of frequent phone calls or recurrent meetings.
To learn more about the benefits of an asset-based fee structure, please contact us today.