Fees
How We're Compensated
We believe you should understand how you're paying for financial advice. Depending on the services we provide and the type of account you have, compensation may be fee-based, commission-based, hourly, or a combination of these methods. We'll explain the costs associated with our recommendations before you make a decision.
Fee-Based
In a fee-based model, advisors charge clients a percentage of the assets they manage or a flat fee for their services. This approach aligns the advisor's interests with the client's interest. As assets fluctuate with market volatility, so does the advisor's compensation, promoting a focus on long-term growth and prudent financial management.
Commission-Based
Commission-based compensation involves advisors earning a percentage of the financial products they sell to clients. Regulatory measures are in place to ensure recommendations are suitable for clients' needs and do not create a potential conflict of interest.
Hourly Compensation
Hourly compensation involves advisors charging clients for the time spent providing financial advice, making it suitable for specific tasks or consultations.