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C.W. Copeland (The Ph.D. in Money)
Fee Options
Our financial "boutique" affords you the opportunity to customize the services that you need. The first consultation is complimentary so that you and I can get to know one another and establish rapport. Future sessions are either Fee-based or Fee-only.
Fee-based Services: A flat fee will be agreed upon for advisory services and, where product is desired, a commission will be assessed based on the products invested in.
Fee-only Services: A percentage (1%-3%) of assets under management will be assessed on accounts above $100,000. No additional fees will be assessed on a transactional basis.
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