50 Oshara Boulevard
For those who attend any of our seminars, the first meeting is complimentary.
Assets Under Management (AUM) Fee: Individuals and families with a minimum portfolio size of $500,000 are eligible for this service. The advisory fees range from 0.5% to 1.0% depending on investment portfolio size. AUM services include advisory assistance on demand, quarterly meetings, an annual retirement analysis, personalized encrypted document vault storage access and an electronically delivered monthly market update.
Fee Only: The hourly rate is $250, with a minimum of 2 hours per year for recurring clients. Fee Only clients will receive the first Retirement Analysis at a reduced rate of $500.
Commission: Most insurance products: Life Insurance, Long-Term Care, Disability, and Annuities pay commissions directly to agents. We do not charge additional fees for client who need these types of insurance solutions.
Social Security or Medicare benefit sign up: Flat fee of $95.