Broker Check

COMPENSATION STRUCTURE

FEE-BASED PLANNING

$250 – $2,499 – Basic Plan
Targets a single area featured to the right. (fig 1.)

$2,500 – $10,000 – Comprehensive Plan
Includes all of the services featured to the right. (fig 1.)

Included Services:
All fee-based plans include:
• Daily monitoring of your accounts
• Face to face meetings
• Personal access to advisor & team
• Coordination with other advisors such as but not limited to estate planning attorneys and property & casualty agents

ASSET MANAGEMENT

INDIRECT COMPENSATION

Sometimes other products are necessary for a comprehensive financial plan. Costs vary based on the product and would be discussed prior to implementation.

These include:
• Disability Income Insurance
• Long Term Care Insurance
• Commission-Based Investments
• Life Insurance
• Annuities