Fees for our services are as individualized as the needs of our clients. As different products and services will have different risks, they also will have different costs.
Our fees are always 100% transparent, meaning that our clients understand exactly how much they’re paying and what they’re paying for.
Our highly experienced team will direct and supervise the investment management of your assets. This is accomplished by maintaining an appropriate portfolio asset allocation year after year in light of your changing needs and market conditions. Quarterly, systematic fee compensation will be charged for this personalized service. Your fee schedule will be determined by your specific situation and may be higher or lower depending on your needs. Our standard fee schedule is below.
Our office can provide advice on a project basis, depending on your needs. We will engage in an initial review to determine the scope of the project and create a proposal outlining the details, including the engagement agreement and invoice that defines the fees that will be charged. Our hourly fee for financial advice is:
Our standard fee for most financial plans is $5,000 Certain plan fees may be greater or less than this based on the complexity of the financial situation. An exact quote will be given per individual situation.
At your first meeting with a financial advisor -- a complementary, no-obligation consultation that can be completed in-person or virtually -- we’ll want to learn as much as we can about your full financial picture. That means we’ll want to know about your cash flow and assets, your short-term and long-term financial goals, as well as information about any debt you’ve accumulated or tax obligations you’re concerned about.
While this may seem like a lot to tell someone you’ve just met, remember, the better your financial advisor understands your situation, the more we can do to help. Our financial advice is comprehensive, judgement-free, research-based and always in your best interest.
J Chris Andrews is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corp., Member SIPC. Securities offered to residents of AK, AR, CA, NV, OR, RI, WA & WI. Advisory services offered to residents of AK. Lincoln Financial Securities and Windward Financial Strategies are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-4233419-012622.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
