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What Is The Cost

Majority of our clients utilize a fee-based advisory payment structure. 

Advisory fees may vary based on risk tolerance, total household assets, and specialized portfolio construction. 

We exercise discretion on all advisory accounts for our clients. 

Advisory fees are typically withdrawn from client accounts. 

Based on client specific needs, we may present insurance-based products which are commission oriented. 

In unique circumstances, we can offer other fee structures such as hourly, or project specific engagements.