How we are paid

Chose what makes the most sense for you.

Most of our clients prefer a fee based, no commission account for their investing. Our fee is a percentage of assets, assessed quarterly. Please contact our office for a printed summary of our fees and services. For those clients who prefer, we have the ability to make select allowances for the use of a brokerage account. 

Clients can also engage us for financial planning through a one-time flat fee or for ongoing "as needed" financial guidance through an hourly fee.

All fees and commissions are charged through LPL Financial.

Please Email or call 650-458-0312 today to learn more. 

Ready to sit down? Schedule your free, no obligation Appointment today.

Like to see some printed information as well?

Request our New Client Welcome packet below.