Fees are always quoted to you before you sign on as a client, so there are no hidden fees. Our fees are straightforward:
Investment Instruments: From time to time, when we rebalance your portfolios, there is no transaction commissions incurred. There are also no exit fees when you redeem your investments.
We are a fee only financial advisory firm and this allows us to be honest, independent and competent to offer the most suitable solutions to our clients.
By operating on a fee basis, it means that all our clients pay us a flat fee for planning their finances. We do not accept any fees or receive compensation from a brokerage firm, mutual fund or insurance company besides you.
And since our sole compensation comes directly from you (our client), our only loyalty is to you- making sure that the advice we provide is the best possible for your unique financial situation.
We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current investment portfolio or financial plan, make an appointment with us today.
Together, we can review your current financial position and you can then decide whether we are able to help achieve your objectives and address the financial challenges you may be experiencing.