As a fee-only firm we do not accept commissions, referral fees, or other such compensation. We are compensated solely by our clients and do not receive any compensation that is contingent upon the purchase or sale of financial products. We are also an investment fiduciary. The word “fiduciary” comes from the Latin word meaning, “trust.” As a fiduciary, we legally must always put our clients’ interests first, act with the utmost good faith, and provide full transparency.
Our fee is an annual fixed fee, billed in quarterly increments. It is based on the nature and complexity of the client relationship.