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How We Charge For Our Services
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401-k Rollover Assistance
- 0.50 to 1.20 percent of assets under management
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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401k Plans
- 0.50 to 1.20 percent of assets under management
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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Business 401K & SEP Plans
- 0.50 to 1.20 percent of assets under management
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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Education Planning & 529 Plans
- 0.50 to 1.20 percent of investment purchased
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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Financial Advisors - Asset Management
- 0.50 to 1.20 percent of assets under management
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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Financial Advisors - Stocks & Bonds
- 0.50 to 1.20 percent of assets under management
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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Financial Planning & Investment Advice
- 0.50 to 1.20 percent of assets under management
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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Retirement Planning & IRAs
- 0.50 to 1.20 percent of assets under management
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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Securities Analyst
- $75.00 to $200.00 per hour
We are a fee-only Registered Investment Advisor firm. Our asset management fee ranges from 0.50% to 1.2% per year of the assets we manage, depending on total household assets managed.
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