As providers of financial advice, portfolio management and various financial and insurance products, we are compensated in a variety of ways, including:
- Fee for service – a flat or hourly financial planning fee
- Investment management fee – based on assets under our management
- Commission – typically embedded in investment and insurance products or paid when a financial security, such as a stock or bond, is purchased
Your financial advisor will outline the various fee and compensation structures available to you. The initial meeting will be at our expense so that we can identify your concerns, communicate our services and determine what type of relationship will best suit your financial needs.