Fee-Only Compensation

Our only compensation comes from the fees our clients' pay us. We do not accept other fees, incentives, commissions, or any other type of compensation from anything we recommend to you. We act only in your best interests, making the best possible recommendations for you and managing your finances the way you would if you had the time and expertise.

We charge a fee based on a percent of assets under management. We use a sliding scale so that the more you invest with us, the smaller percent you pay.

By using a percentage rather than a flat fee we tie our interests to our client's interests. This means that when you make money, we make money. Tying our compensation to your portfolio growth is an extra guarantee that we are working in your best interest, because your best interest is our best interest.

For more information about our fees, call us at 262-821-1664 or fill out the contact form below.

Meet the Team

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Why Fee-Only

Fee-Only planners work in your best interest

Becoming a Client

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