We believe in transparency throughout the entire financial planning process. We take pride in not only being able to communicate our value but also the costs associated with partnering with us. The table below illustrates the most common way our clients choose to work with us. We charge a yearly asset-based fee according to the table below. Our fee encompasses all planning, investment management, and continual monitoring of the D.R.E.A.M. Plan and Investments.
When appropriate we also offer insurance-based products that generate a commission. We will fully disclose all costs associated with those products during our recommendation.
