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Fee Structure & ADV
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Fee Structure & ADV

Fee Structure

As Fee-Only advisors, we are paid only by our clients. This means we can be completely objective in making financial recommendations, and that you can be assured that we are looking out for your best interests. To facilitate an open relationship with our clients, our fee includes all the services we offer. The fee is based on the discretionary assets we manage for clients and is calculated as follows:

  • Fixed fee:  $5,000 per year, plus
  • Asset-based fee: 0.50% per year of managed assets

 

Form ADV