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HOW WE ARE PAID

We use a simple, fee based approach.

We are asked everyday by prospective clients how we are paid. We believe a transparent approach is the best answer.

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

Bottom line, we exist to serve our clients’ best interests.

HOW WE ARE PAID

We use a simple, fee based approach.

We are asked everyday by prospective clients how we are paid. We believe a transparent approach is the best answer.

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

Bottom line, we exist to serve our clients’ best interests.

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DO YOUR INVESTMENTS REFLECT YOUR VALUES?

Request your complimentary personal Moral Report to find out.

Fee Based Financial Advisors

We get this question everyday from prospective clients asking us how we are paid. We believe a transparent approach is the best answer.

How Financial Advisors Are Paid

Financial advisors are either paid a commission by a company for selling their financial products such as mutual funds or annuities, or they can be paid a fee directly by their clients or in some cases both.

We believe a simple, direct client fee approach takes away the influence a large investment company could have over a financial advisor. So, when given the choice, we choose to be paid directly by our clients.

Occasionally, there may be a scenario where a client wants or needs a financial product, such as an annuity, that does not offer the option to be paid directly by a client. For this approach, we strive to ensure that the client understands all of the associated costs and fees of these types of financial products before they invest in one.

OUR FEE BASED CHOICES

FULL ADVISORY SERVICES

$2,500 Minimum Annual Fee (paid in quarterly increments). This includes:
– Up to 10 hours of financial advice and planning annually
– Investment management for investable assets less than $250,000 per household.

For households with assets under management greater than $250,000 the annual fee is:
– A minimum of 1% of assets under management with breakpoints starting at $2,000,000 assets under management.
– Additional hours of financial advice and planning are included according to the amount of assets under management.

FINANCIAL ADVICE AND PLANNING ONLY

Financial planning or hourly consulting services are available beginning at $125 per hour with a 3-hour minimum. Please refer to our financial planning offer for more details on our comprehensive fee based financial planning services.

BUDGET AND DEBT ELIMINATION COACHING

Available for a flat fee of $300, through TwentyFour3Management (independent of CIS Wealth).

Bottom line, we exist to serve our clients’ best interests.

Bob Nate and Mary Jo

Schedule a complimentary 15 minute call today.

Learn more about CIS Wealth and how to get started.

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What's Your Financial Health Score?

Get started on your own, with a complimentary Financial Health Quiz

Whether you are looking for an advisor immediately, or just beginning your research, it’s helpful to know how you stand. This quick, 5 minute self-help tool will systematically assess your current situation and highlight potential improvement opportunities for you!

VALUES BASED INVESTING

We integrate Biblical guidelines within our investment portfolios using screening processes to make sure your investments line up with your Christian values.

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WHO WE ARE

We are a Christian advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

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CLIENT BENEFITS

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

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HOW WE ARE DIFFERENT

We have a set of guiding principles that we follow based on Biblical values in order to serve clients with the utmost standard of care.

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YOU CAN INVEST WITH YOUR BIBLICAL VALUES

Our firm can create a unique investment portfolio for you utilizing Christian principles

YOU CAN INVEST WITH YOUR BIBLICAL VALUES

Our firm can create a unique investment portfolio for you utilizing Christian principles

1. Make An Appointment

We would love to get to know you and learn more about your financial goals.

2. Tell Us Your Financial Goals

Together, with a personal assessment, we can chart a roadmap of your financial vision for the future.

3. We’ll Make Your Plan A Reality

You are now ready to begin your personal journey towards pursuing your wealth management goals.

READY TO START YOUR FINANCIAL JOURNEY WITH CIS WEALTH?

We have 3 easy contact methods!

OPTION 1

Call Us At (830) 609-6986

OPTION 2

Fill Out The Form Below

OPTION 3

Schedule An Appointment Now

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