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How Do We Charge?

We can be flexible in how you are billed, and in some cases can customize how the fee is paid.

Our fee can be paid either through an annual asset management fee, an annual financial planning retainer or a combination of both, depending on the client's circumstances or their inclination.

Each level's fees are determined by the amount of time and attention that the client and the portfolio requires, the complexity of the client's situation and the level of service they desire. These levels need to be agreed upon by both the advisor and the client and an advisory agreement will be executed.