How we get paid
As a company and family we believe in complete transparency.
There are several ways we get paid below are the listed options.
Asset based fees
Over $5,000,000.00 Negotiable
Participation biased fee offered to Accredited investors only
5% on growth of account only
This depends on the complexity of the individual or business.
$200 Investment allocation analysis and recommendation
$800 Single issue planning
$2,800-$3,800 VIP (individual financial life planning)
$3,200-$4,500 VIP Family (Entire family financial planning)
$5,500+ The VIP (Complex financial planning for a sophisticated investor)
$5,500+ VIP Business (Financial planning for business)
Lastly we also have Commission products offered to our clients.
Commission varies with each company.