Understanding the Cost of Advice


As with any service that brings value, there is a cost for the valuable financial advice we deliver. This is true regardless of the investment solution (or investment plan you may have – whoever it might be from). This cost varies depending on the Advisor you choose, and it is important that you understand the differences in the various fee models available to you. We are transparent and believe that it is the client’s right and privilege to know exactly what they are paying for.

These are some of the factors that will influence the fees you pay:

  • the level and type of service you receive

  • the recommended investment management solutions

  • the number of your assets (or investments) managed

Determining a fee structure that’s right for you will depend on your personal investing preference.

Do you prefer to ‘buy and hold’?

Do you intend to actively trade and be personally involved in the day-to-day management of your portfolio?

Do you prefer to have a portfolio manager manage your investments?

Your personal preferences, asset size, and investment objectives will help us determine which option is best suited to you.

Contact us today! We'll be happy to show you exactly what your cost of investing will be based on the investment solution recommended for you.