How do you get paid?

Managing your finances comes with a lot of questions — and that’s a good thing. We’ve gathered some of the most common questions clients ask us, along with clear answers, to help you feel more confident about your financial decisions and what it’s like to work with an advisor.

How do you get paid?

We believe in transparency. Some advisors charge a fee (flat fee, hourly, or a percentage of assets managed), while others earn commissions from products. We’ll explain exactly how our compensation works so you can feel confident our advice is in your best interest.