We believe what we do for our clients has value, and they pay us for this value. Our clients pay us fees based on the size of their assets and, generally speaking, these fees are deducted automatically from their accounts on a quarterly basis. Occasionally we will recommend a product that pays us a commission. If you are interested, we will tell you what the compensation is and will always disclose all costs associated with any recommended process or product.
We do not get paid based on performance of investments. We get paid for establishing processes and providing services to our clients.
Lastly, we simply ask that if we do the job represented, you do not keep us a secret. Referrals to good, nice folks who have a financial need just like you are very much appreciated.
Because your financial situation is often complex, we typically work directly with other professionals to design and implement the strategies that will help you pursue your goals. We rely on a network of professionals who provide technical advice as required. We do not receive any form of compensation for our referrals to these professionals.