HOW WE ARE PAID

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

Ways 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


FINANCIAL ADVICE AND PLANNING ONLY

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

Bob Nate and Mary Jo

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