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"You should be told up front how, and how much, a potential adviser will be paid. You shouldn't have to ask. The correct method of payment is by fee only. Any adviser who wants to be paid through commissions charged on the investments he or she makes for you has an incentive to move you in and out of stocks and other investments, perhaps in direct opposition to what's best for you." SUZE ORMAN
I subscribe to this standard and do not receive or accept any remuneration from any outside source, to include brokers, insurance companies, banks and attorneys. I have no conflict of interest issues and work exclusively for the benefit of my clients. |
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Once we have determined that my skills match your needs and you wish to retain me, I will provide you with a letter of engagement outlining our arrangement. It will be your choice as to fixed fee or per-hour billing. I will request a retainer to begin our relationship with periodic progress billings when prescribed benchmarks are reached. You may stop the process at any time as well as add to and expand the services offered.
Many clients opt for a basic financial plan overview and then add additional services as the need is perceived. |
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