Approach · Fees
FEE-BASED.
clear, straightforward pricing
We are a fee-based financial advisory practice. Our compensation may include advisory fees, financial planning fees, and commissions on certain products. Before you make any decision, we explain clearly how we are paid.
clear & transparent
Calculated on the assets we manage
Fee Calculation
CALCULATED ON THE ASSETS WE MANAGE.
Our annual fee for investment advisory services is based on the total dollars for which investment advice is sought. Our fees are calculated on the investment assets we manage for you. This fee does not apply to your real estate or other assets we do not manage.
Advisory fees are deducted monthly by LPL from your account, reflective of the assets we manage for you.
What's included
- Our annual fee for 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 life insurance, annuities, and long-term health care policies
disclosed up front
How we are compensated
- Advisory fees on the investment assets we manage for you
- Financial planning fees for planning engagements
- Commissions on certain products — always disclosed before implementation
let's walk it together
READY WHEN YOU ARE.
Faith-aligned guidance, transparent fees, and a team that listens first. The first conversation is always on us.
Jer 29:11