|
How We Charge For Our Services
|
401-k Rollover Assistance
- 0.80 to 1.35 percent of assets under management
Since we customize our approach for each and every client (because each client is different from another), each client will have their own unique setup. Thus, we avoid a "cooker cutter" approach like what you would see in a wirehouse, and instead come up with a custom approach that works for both the client and us.
|
401k Plans
- 0.15 to 0.50 percent of assets under management
We price out our services for our clients in the way that is going to work best for them. There are a number of different ways for our compensation to be paid, and it will differ on a case by case basis on what method will provide the best setup for the client. We never receive incentives to used a specific product or mutual fund as all investment decisions are objective and made on "what's best for the client" basis
|
Business 401K & SEP Plans
- 0.15 to 0.50 percent of assets under management
We price out our services for our clients in the way that is going to work best for them. There are a number of different ways for our compensation to be paid, and it will differ on a case by case basis on what method will provide the best setup for the client. We never receive incentives to used a specific product or mutual fund as all investment decisions are objective and made on "what's best for the client" basis.
|
Financial Planning & Investment Advice
- 0.80 to 1.35 percent of assets under management
We have a CFP, along with a Retirement Income and Social Security specialist, on our team. Based on the services that are needed, our team will provide goal based planning and a structure that will work best for the client to reach their retirement goals.
|
Retirement Planning & IRAs
- 0.80 to 1.35 percent of assets under management
We have a CFP, along with a Retirement Income and Social Security specialist, on our team. Based on the services that are needed, our team will provide goal based planning and a structure that will work best for the client to reach their retirement goals.
|
|
|