Fee Options

Our financial "boutique" affords you the opportunity to customize the services that you need.  The first consultation is complimentary so that you and I can get to know one another and establish rapport.  Future sessions are either Fee-based or Fee-only.

Fee-based Services: A flat fee will be agreed upon for advisory services and, where product is desired, a commission will be assessed based on the products invested in.

Fee-only Services: A percentage (1%-3%) of assets under management will be assessed on accounts above $100,000.  No additional fees will be assessed on a transactional basis.