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Fees

There are many ways that we can be paid depending on the level of service that you require. We believe in the flexibility of a fee-based practice and accept both commission and advisory based relationships. Our hourly rate is $150. Comprehensive financial plans can range from $250-$1500 depending on the complexity and time involved. Our management fee for advisory relationships is 1% (not counting any additional platform, manager, or other fees). For commissioned based business, any upfront cost will be disclosed and will vary by product. 

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