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We are compensated for all of our services on a fee-only basis. This means that our only fees come from you, the client — not from the sale of any products, collection of commissions or referral fees.

Our fees start at $3,000 / quarter and are based on the complexity of your situation.  Fees take into account a number of variables including your investment profile, types of assets, family situation, income & net worth. 

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