Compensation
Our compensation model is straightforward and transparent.
Understanding how your advisor is compensated is essential to building a relationship based on trust. Our goal is to ensure complete transparency so you can make informed decisions about your financial future. We are a fee-based financial advisory firm. We are compensated in one of two ways.
Investment Management Fees
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An annual fee based on a percentage of assets under management
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Advisory fees typically range from 1.00% to 1.25%, depending on strategy and portfolio size
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Fees are deducted quarterly from your account
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You will see your advisory fee on every quarterly statement so there are no surprises
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This aligns our interests—when your portfolio grows, we both benefit
Insurance and Other Products
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If appropriate for your situation, we may recommend insurance-based solutions
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If you choose to purchase these products through us, we receive a commission from the insurance company
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Recommendations are based solely on your needs, not compensation
Our Commitment to You:
✅ No hidden charges or surprises
✅ Written documentation of advisory fees
✅ Ongoing fee review and discussion
✅ Commitment to recommend only what serves your best interests