Understanding Our Fee Structure
We Offer a Variety of Client Services in Both Fee Only and Fee Based Options
Regardless of fee structure, we always act as a fiduciary on behalf of our clients. The choice of fee structure provides options to our clients.
Increasingly, investors are paying higher costs for fee only advice when a traditional fee based approach may be more cost-effective. Fee only pricing can be a misleading label. Just because a payment is not being made to an advisor from the investment doesn’t mean the underlying investment has zero cost to the investor. A fee only platform has two costs—the fee paid to the advisor plus the underlying investment cost. Sadly, many fee only practitioners don’t fully disclose the underlying cost of the investments.
We believe that investors should be fully informed of all investment costs no matter where they originate from. We detail all of the costs our investors pay in writing.
