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A flat project fee is quoted for your financial plan at the end of your consultation- price dependent upon level of sophistication required.
Our Ongoing Planning Services are generally paid for via an asset-based fee, deducted quarterly from your account. We will provide this fee schedule at your initial consultation along with additional information about our firm.
If a commission based product (insurance as an example) is used, we discuss this in advance, and it is excluded from the asset based fee.
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