Fee-based financial professionals create a win-win situation for their clients and themselves by placing themselves on the same side of the table. There are many advantages to be gained from this professional relationship.
A more trusted relationship is achieved immediately because there is no commission to buy or sell any product. Advisors are transformed into consultants by removing potential conflicts of interest to generate account activity.
Clients appreciate more time for consultation with their Financial Advisor to benefit their overall financial situation and to achieve their investment, retirement, and estate goals.
We offer product independence to ensure every investment recommended for client portfolios has undergone rigorous due diligence and is based solely on merit. There should be no product ties, hidden fees, corporate relationships, or undue influence that could disadvantage clients.
Potential cost and tax efficiencies are benefits identified for clients to lower their investment costs, thus providing substantial long-term benefits.
A flat-fee agreement provides transparency to clients as it is calculated upon their assets under management. Everything is disclosed, everything is easy to understand.
What is Our CommonWealth Team Fee?
We charge a competitive 1% flat fee, which includes access to our entire team.
Please call us to discuss how our fee-based platform can benefit you!
We love referrals.
