How Can CIA Help You?

Request Consultation
Ask an Advisor
Financial Tools
Request Consultation
Ask an Advisor
Financial Tools
Blog

General Finance – Money Management Services

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. 


 

Get Started Today

Request Consultation
Ask an Advisor
Retirement Calculator
Retirement Calculator
Social Security Optimizer
eBook
jordan 12 cherry jordan 12 cherry jordan 12 cherry jordan 12 flu game jordan 12 flu game jordan 12 flu game jordan 12 french jordan 12 french jordan 12 french jordan 12 gym jordan 12 gym jordan 12 gym jordan 12 ovo jordan 12 ovo jordan 12 ovo jordan 12 unc jordan 12 unc jordan 12 unc jordan 12 wings jordan 12 wings jordan 12 wings
adidas human race black adidas human race blue adidas human race green adidas human race grey adidas human race pink adidas human race red adidas human race white adidas human race yellow