How We Charge For Our Services
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Financial Advisors - Stocks & Bonds
- 0.75 to 2.00 percent of assets under management Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.
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Financial Planning & Investment Advice
- 0.75 to 2.00 percent of assets under management Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.
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Retirement Planning & IRAs
- 0.75 to 2.00 percent of assets under management Our clients are charged a percentage they have with us under management. That percentage depends on the dollar amount of the household. This allows us to be on the same side of the table with our clients and as they grow, we grow.
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