How are you paid?

Our compensation is fee based, which means we’re paid a percentage fee based on the assets we manage for you. This is important because it means any decision we make on your accounts does not result in an extra fee or commission for us.  Instead, our advisors are paid salaries, which means their income is not influenced by the recommendations they make for your plan.  We are fiduciaries and we will always look after your best interest.  That’s what being a fiduciary is all about — putting you first.