Our Fees

We believe that the foundation of our client relationships is trust and value. Our clients recognize the value that we provide in helping them navigate the complex world of financial affairs and investment management.

The majority of our services are provided on a fee-only basis*. We believe that this more closely aligns our interests and provides a comprehensive and transparent structure for compensation. Where appropriate, we may also offer services on transaction or commission basis.

We firmly believe that you should understand our fee structure and that it should be transparent and objective. We will be happy to outline these alternatives based on the scope of services you require.


* Fee-based financial planning offered through Cornerstone Wealth Management, a Registered Investment Advisor.