The Cost of Advice

THE COST OF ADVICE

A breakdown of the costs associated with financial advice

your plans

➤ ADVICE
➤ OFFICE EXPENSIS
➤ REGULAR FEES
➤ DEALER SERVICES

ADVICE

➤ Discovery and goal setting
➤ Analysis and planning
➤ Recommendations
➤ Implementation
➤ Ongoing moinitoring
➤ Professional development and designations

OFFICE EXPENSIS

➤Office space
➤ Staffing
➤ Information system
➤Business insurance

REGULAR FEES

➤ E & O insurance
➤ Securities registration
➤ Compliance and Oversight
➤ Accounting ,Audit and Legal

DEALER SERVICES

➤Account administration
➤ Record keeping
➤ Trade execution
➤Statement and Reporting
➤ Technology

Why us

Everybody enjoys the life with success achieved so far and knowing there is so much more to come. The pace of our life is so fast and at times we aren’t quite sure how we got here – yet, we have an idea of where we want to be.

Life is not a straight line yet our persistency, endurance, planning and objectivity always deliver happiness by achieving results and over time our aim is to achieve more in life. And we all have different definitions of what that looks like.

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