You will find information about our firm and our services throughout our website. On this “Frequently Asked Questions” (FAQ) page we hope to provide answers to questions that may not be readily available on other parts of our website. Please feel free to contact us if you would like further information.
Compensation and Payment
How do you get paid?
We are a fee-based financial services firm. As such, we are compensated in a variety of ways. Depending on the needs of any particular client, we may charge hourly or “per-project” fees for financial planning services or assets-under-management (AUM) fees for investment management services. We also received commissions for insurance products that are purchased through us in conjunction with the implementation of a financial plan.
Have a question that isn’t answered here? Please contact our office for additional information.
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