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    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
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    • Retirement & Estate Planning for Texas A&M University employees
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TRADITIONS WEALTH ADVISORS
  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact

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 alternatives 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 or is subjected 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-based” charging. Why this is a myth?

A “fee-based” payment method alone does not work because too much emphasis is placed on the perceived value of the performance of a client’s portfolio. An advisor may be objective, but it is more difficult to track the value-added to justify a fee over time. Clients expect an advisor to respond to short-term performance.

Let our team work for you. Call 979-694-9100 or
email michael@traditionswealthadvisors.com.


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TRADITIONS WEALTH ADVISORS
2700 Earl Rudder Frwy South, Ste. 2600
College Station, TX 77845
OUR SERVICES
- Wealth Management & Financial Planning
- Investment Planning
- Spirit Fiduciary Partners
- Retirement & Estate Planning for Texas A&M University employees

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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact