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 directionsHeidi is an independent insurance agent selling fixed insurance products since 2006, dedicating full-time hours. She also owns Mountain Financial Group, a DBA for insurance and securities sales, and rental real estate, spending minimal time on the latter.