Fee Structure

My fee structure is flexible based on your individual circumstances and comfort.  Below are a few options of how I am compensated.

Fixed Fee
A fixed fee is charged based on a project or single issue that you would like to discuss and/or work towards. 

A flat percentage fee is charged for management of funds on an annual basis.

Hourly Fee
An hourly fee is charged based on a project or single issue that you would like to discuss and/or work towards.

Commission
I am compensated from the sale of financial or insurance products purchased to implement planning recommendations.

Combination of Fee and Commission
Any combination of Fixed Fee, Hourly Fee, and Commission payment is available based upon your needs, circumstances, and comfort. 

Disclosure
Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12-b-1) for mutual fund transactions.  Fees, charges and expenses are detailed in Financial Network's ADV II Schedule H.