Being independent financial advisors makes us rare. We think our financial planning fees make us truly unique. Simply disclosing it to you now is unique. But so does the fact that it is:
Consistent – we don’t charge different people different fees for the same work.
Fixed – There are no unexpected surprises. There are no commissions. There are no percentage fees based on your account balance.
Annually renewable – We don’t sit back and collect fees for years on end. Every year you need to actively renew our agreement.