Commissions
Certain products that we offer access to only allow for a commission to be charged. Such products include non-traded REITs, life insurance, and annuities. The commission is charged at the time of the transaction.
Asset Management Fee
An asset management fee is based on the total value of assets under management, not on commissions or transactions. An annual fee of up to 1.25 percent is charged and deducted directly from the account on a quarterly basis. This fee can vary based on the amount of assets under management.
Financial Planning Fee
This is a separate fee for the creation of a comprehensive goal based financial plan. Through this plan we develop long term strategies to help our clients pursue their financial and life goals. The initial fee is $1,000. Annual updates are $500.
Hourly Fee
An hourly fee of $200 is charged and billed monthly for consulting work. For nonprofit clients, the hourly fee is $125. Payment is due upon receipt.
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