The way you pay your advisor should be aligned with your needs. Being a fee-only investment advisor is an important principle of our firm since its founding.
What does “fee-only” mean?
Being fee-only means we will never sell you any products. We do not act as representatives of any brokerage firms, banks or insurance companies.
We are paid only by you. As a result, we work only for you.
There are two ways to engage us as your fee-only advisor.
We can act as your ongoing wealth manager; providing comprehensive financial planning advice along with the management of your investment portfolio on a day-to-day basis. For this service, you pay us a fee that’s based on the size of the portfolio we manage for you.
Or, we can help with your financial planning; meeting for either a single financial planning session or engaging in a comprehensive financial planning project. For this service, you pay us a fee based on the level of research required and the level of detail you need or desire.
Being a fee-only firm is an essential part of who we are. We look forward to talking with you about your needs and how we can best serve you.