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OUR TEAM >>
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OUR GUIDING PRINCIPLES >>
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VALUES BASED INVESTING >>
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HOW WE ARE DIFFERENT >>
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We get this question everyday from prospective clients asking us how we are paid. We believe a transparent approach is the best answer.
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Ways Financial Advisors Are Paid
Financial advisors are either paid a commission by a company for selling their financial products such as mutual funds or annuities, or they can be paid a fee directly by their clients or in some cases both.
We believe a simple, direct client fee approach takes away the influence a large investment company could have over a financial advisor. So, when given the choice, we choose to be paid directly by our clients.
Occasionally, there may be a scenario where a client wants or needs a financial product, such as an annuity, that does not offer the option to be paid directly by a client. For this approach, we strive to ensure that the client understands all of the associated costs and fees of these types of financial products before they invest in one.[/vc_column_text][/vc_column][/vc_row][vc_row top=”35px” bottom=”35px” bg_color=”#f4f4f4″][vc_column][vc_row_inner][vc_column_inner][vc_column_text css=”.vc_custom_1580930400477{padding-bottom: 15px !important;}”]
OUR FEE BASED CHOICES
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FULL ADVISORY SERVICES
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FINANCIAL ADVICE AND PLANNING ONLY
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Bottom line, we exist to serve our clients’ best interests.
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Schedule an initial appointment.
Learn more about Christian Financial Advisors® and how to get started.
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