About our flexible fee system
What is our “Flexible Fee” system for financial planning and how does it affect me?
Our financial planning team provides “Fee for Service Only” work with alternative methods of payment. At Traditions Wealth Advisors, clients may choose the method of charging that is most satisfactory to their situation. Our sole motive is to accommodate you.
Financial planning services can be paid for on a flat annual fee, quarterly fee, or on an hourly basis. We typically require a $5000 yearly minimum fee.
The accommodative business structure of Traditions Wealth Advisors is possible because of our independent status. Traditions Wealth does not sell financial products nor subject to outside, third party influence. We receive all revenue directly from our clients.
The best way to drive a client-centered business is through strictly FEE-ONLY.
A “fee-only” payment method means we do not make commissions on selling investments. When client investments do well, we do well. When they don't do as well, we don't earn as much either.
Our financial planning team provides “Fee for Service Only” work with alternative methods of payment. At Traditions Wealth Advisors, clients may choose the method of charging that is most satisfactory to their situation. Our sole motive is to accommodate you.
Financial planning services can be paid for on a flat annual fee, quarterly fee, or on an hourly basis. We typically require a $5000 yearly minimum fee.
The accommodative business structure of Traditions Wealth Advisors is possible because of our independent status. Traditions Wealth does not sell financial products nor subject to outside, third party influence. We receive all revenue directly from our clients.
The best way to drive a client-centered business is through strictly FEE-ONLY.
A “fee-only” payment method means we do not make commissions on selling investments. When client investments do well, we do well. When they don't do as well, we don't earn as much either.
