Fee Structure
How Advisor is Paid:
- Fee for financial planning (initial plan, hourly,
and/or retainer)
- Fee for divorce planning (initial plan, hourly, and/or
retainer)
- Fees based on percentage of assets managed
- Commissions for investment products purchased
- Trail fees on mutual fund and/or insurance products
- Commissions on insurance products purchased
Compensation:
- We will do fee only planning, if requested
- We will recommend products based on the needs and the
objectives of the client and that are in the best interest of the client
- We may refer clients to other professionals, if
appropriate
- We receive absolutely no compensation from other
professionals for referrals
Complimentary Consultation for
Financial Planning and Pre-Divorce Clients
- We will provide a no-cost initial consultation to
prospective financial planning and pre- divorce clients
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