Broker Check


How Do You Get Paid?

Our compensation is earned in several ways. Primarily, we are a fee-based financial planning company, which means that our compensation is based on a percentage of the assets that we manage for you.  We may also receive a fee for financial planning services, such as preparation of a comprehensive financial plan, or for hourly consultations.  If we accept an account below our recommended minimum account size, our compensation may be based on sales charges or commissions. Regardless of which services we will provide to you, you can be assured that all fees and charges will be fully disclosed prior to our business engagement.

Do You Have a Minimum Account Size?

Our recommended minimum account is $100,000, however we realize that many investors have to begin somewhere. With that in mind, we encourage you to speak with us about your particular situation. There are often other approaches that can provide the potential for investment success, even if you have less than our recommended minimum to work with.