As with everything we do, clarity and transparency are a hallmark of our service… our wealth management fees are no exception. Being transparent about our fee structure is just one of the ways that we feel your trust is gained.
As a fiduciary, we make decisions that are best for you only charging fees for wealth management. We are not paid by commissions, sales or transaction charges, revenue sharing, kickbacks, or other forms of compensation as we work with you in the planning process. Unlike some other “advisors” we feel this is important because we are paid based to provide you unbiased advice as it relates to your financial plan. Should the plan direct the use of products that create commissions, clients are fully informed of all details of the transaction.
Effective date: 6/2021
Can we answer your questions?
If you need help with understanding the Wealth Management fees or any other fee structures, schedule a meeting with one of our team members. We will be happy to answer any questions.