How do you get paid?
We pride ourselves being fee-only. We avoid the smoke-and-mirrors of the personal finance industry as best as we can by being as transparent as possible. You can read more in our recent blog post –
How to Find a Fiduciary: Three Questions To Ask Financial Professionals and/or by watching our video –
It’s a Trap! Three Questions To Ask Financial Professionals.
We charge a flat fee for our Investment Management Services where we get paid through your managed investment accounts. This happens through quarterly withdrawals from your investment account which add up to our agreed upon annual percentage (typically 0.85% a year). You do not need to cut us a check for our Investment Management Services.
For our Financial Planning and Personal Growth programs, you will cut us a check for a flat initiation fee and then send another check after each monthly meeting.
Are you a fiduciary?
Yes, we act as a Fiduciary for all of our advice. We launched our own independent fee-only Financial Planning firm so we could sign the
Fiduciary Oath. We are excited that the Financial Services profession is beginning to act in the best interests of their clients more-and-more but there is still work to be done. We decided to embrace this Fiduciary model early so we can treat our clients like a relationship versus as a sales transaction.
