*All advisory clients are offered an annual comprehensive financial plan, 401k analysis, drift based rebalancing, and unlimited consultations.
Effective January 1, 2024, there is a $300,000 minimum for new advisory clients. Householding permitted.
2. FEE ONLY RATES
All investing involves risk including loss of principal.
No strategy assures success or protects against loss. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.
*All introductory consultations are complimentary. There are no asset minimum requirements for fee-only clients.
The above advisory fees are subject to change at the advisor’s discretion. Investments are not guaranteed. You should always consult your advisor or conduct your own due diligence before making any investment decision.
1. ASSET MANAGEMENT FEES
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any other state resident.