Compensation provided in one of three ways:

• FEE BASED ON ASSET SIZE - Up to 1% annual fee of combined total of all accounts.
• FLAT FEE - Development of a Financial Plan or a portfolio review
• HOURLY RATE - Hourly rate for mutually agreed upon services. ($250-$350/hour).

We hold ourselves to the Fiduciary Standard which means that we must put the interest of the clients first.

We remove conflicts of interest by not charging commissions.