Understanding Our Fee Structure

We offer a variety of client services in both fee only and fee based options. Regardless of fee structure, we always act as a fiduciary on behalf of our clients. The choice of fee structure provides options to our clients.

Increasingly investors are paying higher costs for fee only advice when a traditional fee based approach may be more cost effective. Fee only pricing can be a misleading label. Just because a payment is not being made to an advisor from the investment doesn’t mean the underlying investment has zero cost to the investor. A fee only platform has two costs – the fee paid to the advisor plus the underlying investment cost. Sadly, many fee only practitioners don’t fully disclose the underlying cost of the investments themselves.

We believe that investors should be fully informed of all investment costs no matter where they originate from. We detail all of the costs our investors pay in writing.

Bottom line – don’t be confused by labels. A cost is a cost regardless of whether it is described as fee only or fee based; internal or external; or commission or expense. Investors should always know their actual total cost regardless of their choice of fee structure.

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.