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Fee Schedule

Your situation is unique and the flexible nature of our services makes them difficult to translate into fixed-fee arrangements.

It is usually most cost effective to bill you for our professional time at hourly rates. Following our introductory conversation, we will communicate an estimate of fees in an engagement letter. The following will give you an idea as to possible fee ranges for various levels of service:

Personal Financial Planning and Tax Compliance.

Investment Advisory Services.

Transactions Fees & Commission Schedule.