How are you paid?
We appreciate your trust in our financial advisory services and value the opportunity to clarify how we are compensated for our expertise and guidance. Transparency is at the core of our client relationships, and we want to ensure you have a clear understanding of our compensation structure.
As your dedicated financial advisor, we operate on a fee-based model. This means that we are compensated based on a predetermined fee arrangement agreed upon between us and yourself that involves a percentage of Assets Under Management (AUM). This fee structure is designed to align our interests with yours and ensure that our recommendations are always in your best interest.
The fees we charge cover a comprehensive range of services we provide, including but not limited to Financial Planning, Investment Management, Ongoing Monitoring, Retirement Planning, Estate Planning, Tax Planning and Financial Education.
It is important to note that our compensation is not based on any commissions or sales incentives from third-party products or services. This ensures that our recommendations are unbiased and solely focused on your best interests.
We believe that this fee-based model promotes a transparent and collaborative relationship, enabling us to provide you with objective advice and support your financial success. Should you have any further questions or require additional information, please do not hesitate to reach out to us. We are here to assist you every step of the way.