How Can CIA Help You?

Ask An Advisor
Retirement Calculator
eBook
Request Consultation
Social Security Optimizer
Ask an Advisor
Retirement Calculator
eBook
Request Consultation
Social Security Optimizer
Blog

General Finance – Set Fee Rather Than Percentage

Q: Do you have a service where you evaluate a portfolio quarterly and make suggestions for a set fee rather than a percentage?

 

A: Unfortunately no, we do not offer a service where we charge a set fee as opposed to a percentage to evaluate portfolios on a quarterly basis and make suggestions.

 

Our firm charges a percentage of assets under management to serve as an advisor to our clients. Our fee schedule is posted on our website (www.yourwealth.com) under the “Approach” tab.

 

There are firms like Fidelity and Charles Schwab that will help you set up an account and offer suggested investments that you execute on your own for a fee less than ours, but you would be managing the account yourself as opposed to paying someone a premium to manage it for you.


 

How Can CIA Help You?

Ask an Advisor
Retirement Calculator
eBook
Request Consultation
Social Security Optimizer
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