How we are paid
You chose what makes the most sense for you.
Most of our private clients prefer a fee based, non-commission model for their investments. Our fee is percentage of the assets, assessed quarterly. The percentage is based on the amount of money we oversee and invest for our clients. Please contact our office for a printed summary of our fees and services.
If you prefer commissions, we do have the ability to make select allowances for clients who prefer not to pay a regular fee through the use of brokerage accounts.
Finally, clients can engage with us on an hourly basis for "as needed" guidance on specific financial topics or to complete a comprehensive financial plan for a set flat fee.
All fees and commissions are charged through LPL Financial.
Please call today at 650-458-0312 to request your time to sit down and learn our difference!
You can also request a New Cient Welcome packet below for more detailed information.