Compensation for investment advice and management can be set up through the following avenues.
We typically use brokerage accounts to hold money market positions and concentrated stock positions so clients don’t get charged advisory fees on these assets.
We believe in being transparent about how we get paid. Below outlines the various ways clients can compensate us for our services.
Compensation is received by paying a one-time consulting fee.
Each plan typically takes our firm approximately 20 to 60 hours to complete depending on how complex your financial situation is.
Click here to review our financial plan fee schedule
In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.