Fees

• Fee Based-
  • Best for clients who want flexibility of investment options and tax efficiency.
  • 0.35%-1.17% (depending on account size)
• Commission Based-
  • Best for clients who are comfortable investing in a single mutual fund company.
  • 0%-5.75% (depending on investment amount)
• Fee Only-
  • Best for clients who are looking for expert advice on managing their own finances.
  • Hourly $350/hr (3 hour minimum)
    • High Level Financial Planning
  • Flat Fee $3500
    • Detailed Financial Planning

As CFP® professionals, we uphold fiduciary standards when giving planning and investment advice.