COMPENSATION
How we're paid, in plain language.
You should never have to guess whether your advisor's recommendation is in your interest or theirs. Here is exactly how Street Wealth Management is compensated.
Fiduciary
Always acting in your best interest, by law and by practice — not just when it's required.
Fee-Based
Transparent, conflict-aware compensation. You always know how we're paid before you engage us.
Independent
No proprietary products or in-house funds — recommendations are chosen on merit, not incentive.
Advisory fees
For ongoing financial planning and investment management, we charge a fee based on assets under management, billed quarterly. There are no hidden markups — the fee is disclosed in your advisory agreement before any work begins.
Our advisory fee typically ranges from 1.00% to 1.25% annually, depending on strategy and portfolio size — covering ongoing investment management, plan updates, and tax-aware coordination, not a one-time transaction. You'll see the exact fee on every quarterly statement.
Commission-based products
Certain insurance and annuity products are offered on a commission basis through our broker-dealer, Osaic Wealth, Inc. When applicable, we disclose the commission structure in advance, and recommend these products only when they serve your plan.
No proprietary products
We don't sell in-house funds or receive incentives tied to specific investment providers. Every recommendation is evaluated against your goals first.