FAQs

The client has options to pay for services. We are a Fee-Based firm therefore one option for the client is to have fees drawn from assets under management. The fees are drawn either monthly or quarterly. In other words one-twelfth or one fourth of the annual fee each billing period. Example: ($1200/12 = $100 per month.) or ($1200/4 = $300 per quarter) Another compensation option is commissions. The amount of the commission is standard to the industry and determined by the investment. There is a third option involving a combination of fees and commissions. If the client wants help with a specific project flat fee arrangement is available.

Before the client decides on the method of compensation, we meet for a free consultation to determine the overall working relationship and method of compensation.

Our firm will work with clients of all ages.

CFP is a registered trademark of the Certified Financial Planner Board of Standards Inc. Practitioners must initially pass a rigorous examination covering all facets of financial planning and then meet professional continuing education requirements every two years.

You may email additional questions to: info@nestegg4you.com