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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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Securities and advisory services offered through representatives
of Lincoln Financial Securities Corporation, Member SIPC.
Securities offered to residents of FL, IL, LA, NC, SC, SD, TX, and VA. Advisory services
to residents of NC
Branch offices: 2815 Coliseum Centre Drive, Suite 680, Charlotte, NC 28217 (704)
895-0070.
Norkum Wealth Management and Lincoln Financial Securities are not affiliated.
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