Q: I am presently with another company. I am exploring to see if there are better options. If you are fee-for-service, how do you charge?
A: As a fee only advisor, we do not make any commissions for buying / selling specific investments or trading fees.
Rather we charge a flat fee based on the total $ volume of assets (aka Assets Under Management or AUM) we manage for a client.
This approach aligns us with our clients who want us to preserve and slowly grow their assets while generating income to supplement their retirement via dividends, interest and distributions from their underlying investments.
Our fee schedule is listed on outlined on our website under “Approach” at www.yourwealth.com.
If you would like to learn more about our services, I’d be happy to meet with you at our offices for a free one hour consultation.