+ How do we get paid?
There are two main ways we get paid:
- Through financial planning/personal consulting and/or through investment management
- Which fee model is right for you?
We do not have a Series 7 license and cannot be compensated through investment commissions or transaction, only through our advice.
We do maintain an insurance license through U.S. Insurance Brokers and can be compensated through certain insurance solutions recommended within your financial plan, should you ask us to provide this service.
Our asset management fees are tied to our client's account value. Hence, we are incentivized to help the account grow, and work to stabilize account values through difficult markets.