My compensation comes from the construction, implementation, and management of your investment portfolio. I charge an annual fee that is withdrawn from your investment accounts.
Your annual fee is based on the complexity of your unique situation. We discuss and agree on it before we start working together.
Financial plans are priced according to complexity. We will discuss and agree on a price before work is begun.
You can also retain me to review your statements, analyze your investments and tell you how much you are paying your current advisor. Fees for this “second opinion” service depend on the complexity of the information provided.