How We Charge

We can be flexible in how you are billed, and in some cases can customize how the fee is paid.

Our fee can be paid either through an annual flat fee retainer, an annual asset management fee, an hourly rate or any combination of them, depending on the client’s circumstances or their inclination.

Each level’s fees are determined by the amount of time and attention that the client requires, the complexity of the client’s situation and the level of service they desire. These levels need to be agreed upon by both the advisor and the client and an advisory agreement will be executed.

Contact us now to see how we can help you achieve your financial goals or schedule a meeting today!

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