Our Process
Our Process
FAQ
What separates us from other financial advisors?
As registered investment advisers we are fiduciary, required by law to always place our client’s interest before our own. We are not affiliated with any broker-dealer or investment product; therefore we can offer independent advice free from conflict. Unlike some representatives of large brokerage firms, we have no incentive to recommend any certain investment or investment product because we do not earn commissions based upon sales. We are a fee-only adviser. We are compensated based upon a percentage of the value of the assets you request us to manage. This compensation arrangement fosters the best incentive to grow and protect your assets because your success is then our success! We have established and adhered to a Code of Ethics and are proudly committed to this fiduciary duty to always place your interests before our own.
What does being a Fiduciary mean?
As a registered investment adviser we are a fiduciary, required by law to always place our clients’ interest before our own. We are not affiliated with any broker-dealer or investment product; therefore we can offer independent advice free from conflict. Unlike some representatives of large brokerage firms we have no incentive to recommend any certain investment or investment product because we do not earn commissions based upon sales. We are a fee-only adviser. We are compensated based upon a percentage of the value of the assets you request us to manage. This compensation arrangement fosters the best incentive to grow and protect your assets because your success is then our success! We have established and adhere to a Code of Ethics and are proudly committed to this fiduciary duty to always place your interests before our own.
What is a Fee-Only Financial Advisor?
We are compensated based upon a percentage of the value of the assets you request us to manage. This compensation arrangement fosters the best incentive to grow and protect your assets because your success is then our success! For financial planning services we are compensated on an hourly basis. We are not affiliated with any broker-dealer or investment product; therefore we can offer independent advice free from conflict. Unlike some representatives of large brokerage firms we have no incentive to recommend any certain investment or investment product because we do not earn commissions based upon sales.
What is your investment minimum?
Generally we do not accept accounts less than $100,000.00 but may waive this requirement at our discretion.
Why Choose Us
We’ll help you make sound financial decisions for your future, without the conflict of interest that comes from being tied up with other firms’ products or services.”
A Registered Investment Adviser has a duty to put their client’s best interests first.