118 West Winchester Street
First of all, we are affordable.
Initial consultations in our office are provided at no charge.
Most of our clients choose to have their investment assets in a "managed" account where there are minimal ticket charges and management fees and never any sales charges or commissions. We're compensated by assessing a fee that is a percentage of the assets under our management. Management fees typically start at 1.25%/year and decline with account size.
Other clients choose to use us strictly for our financial planning services. Multiple financial issues can be addressed on a consultative basis. Often a complete financial plan is desired. Fees for this service begin at $150 per hour.
Occasionally, clients will use our assistance with investments in retail brokerage accounts, directly with mutual fund companies, variable annuity and/or with insurance products. In these cases, the provider pays a commission to us and may, in some cases, charge the client a sales charge.