“At all times when providing Financial Advice to a client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.” – CFP Board

• Advisory fees– We get paid based on the value of the account we manage for you. For example, if your account value is $500,000, our 1% annual fee would come out to $5,000/year, or $1,250/quarter. The fee is deducted from your account at the beginning of each quarter.
• Financial planning fees– Just like building a home needs a blueprint before pouring the foundation, we believe every client should have a personalized financial plan before allocating capital to investments. Our fee will vary from $2,000-$10,000 depending on the complexity of the work.
• Commissions– We occasionally offer solutions that charge an upfront commission such as life insurance or a 1031 Delaware Statutory Trust. In these cases, the insurance company or the sponsoring real estate company pay us directly and you are not charged directly for our service.

$250,000 and up for our investment management services and/or a $2,000 minimum planning fee.

As part of the financial planning process, we go through with clients, we often uncover a gap in coverage where we’ll recommend adding additional insurance. We offer Life, Disability and Long-Term care insurance.