What Are the Fees?

Time, care, skill, judgment, professional education, and experience determine professional fees. We are proud of our fees and know that they represent fair compensation for the quality of services provided to our clients.

When it comes to cost of any sort, no one likes surprises. Therefore, we disclose all investment costs and educate our clients completely.

There is no fee for the first meeting. The first meeting gives you a chance to interview us, see the office, meet our staff, and determine if we may be a good fit for one another.

If you decide to have us manage your assets, we offer access to money management accounts that place your success and our success on the same side of the table. For example, in our Preferred Portfolio Services® accounts (offered through our partnership with Commonwealth Financial Network®), the fee is only 1% per year. That fee effectively eliminates the conflicts of interest created by commissions. It also rewards us if we make your accounts grow.

If you do not desire to have us manage your portfolio but are simply looking for a financial consultant to help you, our hourly rate for consultation is $300.

Clients have used our hourly services to help settle estates, to provide guidance on company 401(k) plans, and the like.