Fees & Costs

Fees & Costs

How much will it cost?

This is one of the more common questions we are asked. All initial consultations and review meetings are at no cost. The Adviser Service Fee that you would pay varies depending on the complexity of the advice requested. Generally speaking, you will pay either a fixed dollar amount, a percentage of your portfolio, an hourly rate or a combination.

The Fee for our service will be discussed with you in detail upon determining the scope of the advice you are requesting and will also be clearly outlined in your personal Financial Plan.

The financial planning Preparation Fee will be discussed in your initial meeting with your financial adviser.