Fees are based on a percentage of assets under management, hourly charges, fixed fees, and commissions. All fees are fully disclosed and negotiable. The firm also offers fee-based financial planning services on an hourly or flat fee basis. Clients have the right to rescind the financial planning agreement without penalty within five business days of entering into such a contract. The firm does not dictate a minimum or maximum fee – all fees are reviewed by the compliance staff to confirm the legitimacy of the fees agreed upon.
5793 Widewaters Parkway, Dewitt, NY, 13214
Get directionsMark is an independent agent selling long-term care and fixed life insurance, spending about a quarter of his time on this. He also sells life and disability income insurance, dedicating a few hours per week, and refers clients to a registered investment advisor, spending minimal time on this.