A Fee-Only SEC Registered Investment Advisor Since 1980
Consultation and Fee Structure
THE CONSULTATION It is our policy to offer complementary initial interviews of approximately one hour. This provides you and us the opportunity to get acquainted. During this meeting, we encourage you to share as much financial information as you deem appropriate. In turn, we will ask you questions, share our general philosophy and explain how we might be of service to you. To make the best use of your time, we will suggest you bring the completed Data Questionnaire - Suitabililty Form and our Risk Tolerance Questionnaire to your appointment.
FEE-BASED ON ASSETS UNDER MANAGEMENT Our all-inclusive, fee-only
option allows you to engage all of the services for one annual fee based on
your assets under management. Minimum portfolio size is $500,000. Fees are
billed quarterly in arrears. All financial planning activities, investment
management advice, paraplanning functions, various administrative services,
account reporting and on-line access are included.
HOURLY FEES Some individuals may engage
us only for our financial planning services. In this case billing for consultations,
Comprehensive Financial Plans and Focus Planning is based on an hourly fee. For
written plans, a small deposit is usually required, with the balance to be paid
in full upon completion and delivery of the plan. At the discretion of GFC,
these charges may be credited against asset management fees, if at a later date
you choose to open a managed investment account.