Approach · Fees
FEE-BASED
clear, straightforward pricing
We believe you should always understand how your advisor is compensated. As a fee-based fiduciary firm, our compensation may include investment advisory fees, financial planning fees, and commissions on certain insurance or investment products when appropriate. Before you make any decision or pay any fee, we'll clearly explain how we're compensated, answer your questions, and ensure you understand any costs involved.
clear & transparent
Calculated on the assets we manage
Fee Calculation
CALCULATED ON THE ASSETS WE MANAGE.
Our investment advisory fee is calculated as a percentage of the investment assets we manage on your behalf. The fee applies only to the accounts we actively manage. It does not include real estate, business interests, or other assets outside of our management. Advisory fees are calculated and deducted quarterly by our custodian directly from your managed investment account, making the process simple and convenient. We'll always explain your fee structure clearly before you move forward, so you understand exactly what you're paying and the services you receive.
What's included
- All in one investment advisory services
- Investment management of assets we manage
- Ongoing review of your investments
- Regular meetings to assess progress
What's not included
- Charges by LPL on certain transactions
- Financial plan fees for planning engagements
- Commissions on certain life insurance, annuities, and long-term health care policies
let's walk it together
READY WHEN YOU ARE.
Every financial journey begins with a conversation. We'll listen to your goals, answer your questions, and help you explore your options with faith-aligned guidance and transparent fees. There is no cost and no obligation, just an opportunity to discover whether we're the right fit for you.