| Our Fees |
 |
 |
 |
|
Asset management services are available on a fee basis. The preferred portfolio minimum is $500,000, but we are willing to make exceptions to a minimum of $250,000. While almost all of our business is fee-based, financial and insurance products are available on a commission basis as well. If, for example, someone purchases Long-Term Care Insurance through us, we are paid a commission. |
Financial planning services are available on a fee basis. Fees are typically estimated in advance after an initial meeting.
