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.
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Request our New Client Welcome packet below.