We act as fiduciaries in our advisory relationships thorough conversations with you about your goals and vision for the future. With that in mind, you have options for how you are billed for our services. We offer investment solutions based on assets under management as well as on a commissionable basis. Given that both options are available, we always discuss your options with you and review the benefits and disadvantages of either before moving forward with your investment selections. This is part of our duty as investment fiduciaries and allows for a greater diversity of clientele to benefit from our services.
