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Client Centered

As independent financial advisors, we work for you. We utilize a fee-based consultative approach with no hidden commissions or charges.

Investment Management Fee Structure: Up to 1.0% per calendar year depending on amount of assets invested

*Fees are negotiable and include transaction charges and all financial planning

For more information about our firm and fees, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (281) 897-0700