Guidance for the big picture and finer details
Our Fees
We operate 3 distinct platforms to serve our clients in a manner that best suits their situation and engagement.
These are:
- An inclusive portfolio management and personal wealth management fee based on assets under management.
- A financial planning fee for financial plans and/or annual engagements.
- A traditional commission-based platform for certain account type situations
We review all these options with each client to identify which approach would be most suitable based on what nature of engagement they would like to experience with us.
We assist in providing a cost-benefit assessment and comparative to other platforms and approaches.
We also review and modify our engagements each year to ensure they are appropriate for the work and outcomes clients are looking for when choosing to work with us.
