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How We Charge For Our Services
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401-k Rollover Assistance
- 1.00 percent of assets under management
I believe that there is an inherent conflict of interest when working with an advisor under a commission compensation structure. When an advisor is compensated based upon a percentage of Assets Under Management, that advisor and his or her clients "sit on the same side of the table;" When client assets decline in value the advisors compensation does as well and when client assets increase in value the advisors compensation increases as well.
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Education Planning & 529 Plans
- 1.00 percent of assets under management
I believe that there is an inherent conflict of interest when working with an advisor under a commission compensation structure. When an advisor is compensated based upon a percentage of Assets Under Management, that advisor and his or her clients "sit on the same side of the table;" When client assets decline in value the advisors compensation does as well and when client assets increase in value the advisors compensation increases as well.
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Financial Advisors - Asset Management
- 1.00 percent of assets under management
I believe that there is an inherent conflict of interest when working with an advisor under a commission compensation structure. When an advisor is compensated based upon a percentage of Assets Under Management, that advisor and his or her clients "sit on the same side of the table;" When client assets decline in value the advisors compensation does as well and when client assets increase in value the advisors compensation increases as well.
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Financial Advisors - Stocks & Bonds
- 1.00 percent of assets under management
I believe that there is an inherent conflict of interest when working with an advisor under a commission compensation structure. When an advisor is compensated based upon a percentage of Assets Under Management, that advisor and his or her clients "sit on the same side of the table;" When client assets decline in value the advisors compensation does as well and when client assets increase in value the advisors compensation increases as well.
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Financial Planning & Investment Advice
- 1.00 percent of assets under management
I believe that there is an inherent conflict of interest when working with an advisor under a commission compensation structure. When an advisor is compensated based upon a percentage of Assets Under Management, that advisor and his or her clients "sit on the same side of the table;" When client assets decline in value the advisors compensation does as well and when client assets increase in value the advisors compensation increases as well.
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Retirement Planning & IRAs
- 1.00 percent of assets under management
I believe that there is an inherent conflict of interest when working with an advisor under a commission compensation structure. When an advisor is compensated based upon a percentage of Assets Under Management, that advisor and his or her clients "sit on the same side of the table;" When client assets decline in value the advisors compensation does as well and when client assets increase in value the advisors compensation increases as well.
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