Conflicts are always present in any service model business. We have built our fee schedule to eliminate as many as possible. If you’re not familiar with the fee-only approach to investment advice and planning, it’s a way to eliminate the conflict of interest that often exists between brokers and their clients. With this approach, we are paid a fee based on the assets under management rather than through commissions on product sales. Many firms charge both AUM and commissions. We only charge on the assets we manage. As a result, our incentive is to provide you with the best possible advice and fulfill our fiduciary duty of doing what’s right for our clients instead of making a commission off selling individual products. This approach ensures your advisor is working in your best interests to utilize the most effective investments for you.
Our Thorough Process to Learn About Our Client’s Financial Goals and Plans Includes:
