Frequently Asked Questions (FAQ)
How are your Investment Advisors compensated? When hiring a Financial Planner, there are many considerations to put into context. One of these considerations is how your Planner gets paid. Many firms offer either commissioned or differing forms of fee-based compensation. The compensation structure we employ for clients depends upon the size and complexity of their situation and comfort level. The flexibility we have by being compensated either by fees or commission allows us to maximize portfolio customization and minimize portfolio expenses and taxes dependant on the situation. Accordingly, we act in your best interests, not the best interests of any specific investment management or mutual fund company. We succeed when you succeed.
I want a second opinion of the investments I have made. What is your hourly rate? Our hourly fee is $115. We charge $500 to create a Financial Plan and are able to update that plan as needed based on our hourly charge.
What other services do you provide? Check out the Services page or our FFG Wealth Management Solution Video for more information.
