How are you compensated?

Our fee-only compensation is calculated as a fractional percentage of assets under management (AUM) on a quarterly schedule and deducted from your accounts. This is a very transparent and objective method of compensation which minimizes potential conflicts of interest and assures that your advisor meets their fiduciary duty to always act in your best interests. For those services that do not involve assets under management, like a second opinion or planning services only, an agreed upon hourly fee will be charged.