^{How We Earn}Our Fee Model

*We primarily offer fee-based advisory services, in which a client pays a flat fee based on their total assets under management. However, if deemed appropriate and in our client's best interest, we also provide commission-based brokerage service. Though we provide every client with great care and recommendations, advisors only have a legal fiduciary obligation to advisory clients.

In a fee-based advisory account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. For a fee-based advisory account, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of and asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement. Services rendered will be dependent on applicable agreements.