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OUR FEES

Transparent. Straightforward. No surprises.

In a world with endless choices, we believe fee clarity builds trust. Below is exactly how we structure our services.

STEP 1
FREE INITIAL CONSULTATION
​Your initial consultation is
free of charge.
STEP 2
FLAT PLANNING FEE
Quoted after your initial consultation based on complexity.
STEP 3
ONGOING ADVISORY FEE
Asset-based fee
dedcuted quartlerly.
STEP 4
INSURANCE COMMISIONS
If used, discussed clearly and excluded from advisory fees.

Exact pricing varies depending on the complexity of each client’s situation and is discussed during your consultation. If you have questions, please feel free to call us at 617-471-6800.

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