1700 Ashwood Drive,
Everyone's needs and financial situations are different. The level of financial planning services and related products you may need will also be customized and will have a direct bearing on the fees you pay.
Your initial consultation with us is always at no cost or obligation to you. We commit to clearly answer your questions about initial and ongoing costs and fees and let you know what you can expect to receive. Our goal is to be completely transparent regarding fees. Generally we charge a flat fee for our services, which may include one or both of the following types of fees:
Typically, this a flat fee charged one time or annually.
Typically this is a flat percentage annual fee (i.e. 1%) based on assets that are managed.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss.