Fee-based Planning

Through our affiliation with Ameritas Investment Corp. (AIC), a Broker/Dealer and Registered Investment Advisor, we can structure a fee-based strategy for your planning and assets. A variety of options include hourly fees, project fees or asset based fees. The fee structure is selected based on your desire for our involvement. Perhaps a one-time analysis is appropriate or maybe an annual review of assets is more desirable. Fee based planning can also allow us to develop a partnership which ties us together. The technique is based on the concept of compensation for financial advice, planning and asset management being structured as a percentage of assets. Since the planner is compensated based on asset size, the benefits from having assets grow becomes beneficial to both the client and the advisors. The benefits of fee-based planning are widely recognized in the financial community and, although not perfect for every situation, provide excellent opportunities for you to obtain high quality advice and service at appropriate levels of cost.