How do I know how much I am paying?

Transparency is one of our core values.

• Advisory Fees: These are calculated as a percentage of the assets we manage for you and will be clearly listed on your statements.
• Product Costs: If an insurance product is utilized or maintained, we will disclose any commissions or internal costs to you in plain English before you make any decisions.

You will never have to guess what you are paying us or why.