*All advisory clients are offered an annual comprehensive financial plan, 401k analysis, drift based rebalancing, and unlimited consultations.


Effective January 1, 2020, there is a $200,000 minimum for new advisory clients. Householding permitted.



 


*All initial 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.  Securities offered through Securities America, Inc., member FINRA/SIPC. Fee based advisory service offered through Securities America Advisors, Inc., a registered investments advisor. Depending on the custodian selected for your accounts there may be additional fees and charges. The Advisor is also a registered representative of Securities America, Inc., a registered broker/dealer, as well as a licensed insurance broker/agent.  As such, certain products can be sold for commission, when that occurs it will be fully disclosed by a selling prospectus, which will contain additional disclosure documentation specific to the type of commission product being purchased.  As you can see with this disclosure, it is our intention to keep you fully informed of any and all fees, commissions and expenses related to your account, so you can continue to make educated and fee conscious decisions with regard to your investment options.


 

1. ASSET MANAGEMENT FEES

2. FEE ONLY RATES