Independent. Fiduciary. Local.

  • Home
  • Client Access
  • How We Get Paid
  • Couch Money Blog
  • Contact
  • More
    • Home
    • Client Access
    • How We Get Paid
    • Couch Money Blog
    • Contact
  • Home
  • Client Access
  • How We Get Paid
  • Couch Money Blog
  • Contact

How We Get Paid

Flat Fee

Hourly Rate

Hourly Rate

Investment management services are performed under a fiduciary standard. We do NOT make money by placing trades. Our income only goes up if your account value goes up. 

Hourly Rate

Hourly Rate

Hourly Rate

Financial Planning services are billed on an hourly rate basis. Financial Planning is complimentary if the value of your account is $1 million or more. 


  • Home

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept