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Our Fees

About Our Compensation / Fees

We never charge a commission. Ever.

Ongoing Asset Management: We are paid an annual percentage fee based on account values.

Financial and Investment Planning (Including Second Opinions): A fixed dollar fee is agreed to in advance and in writing.

Insurance Products: We don’t sell anything, but will give you advice as part of our financial planning services.

We are happy to discuss questions you have about fees for our services.


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