Financial advisors can be paid in multiple different ways and depending on the situation there can be multiple methods of compensation. Most fee-only advisors charge a percentage of the assets they manage for their client. Wealth Den Financial is built so that regardless of the amount of assets you have, your overall net-worth, you can get access to expert advice. No hidden fees, no hidden commissions, just straight forward rates made to fit your situation.
WDF provides a set quote for the initial financial plan. Once the financial plan has been completed and delivered, future reviews are offered on a frequency tiered schedule at a rate often lower than the initial financial plan.
Not looking for a comprehensive financial plan? WDF can work with you to set up a hourly rate in conjunction with the frequency tiered fee schedule to fit the needs you are looking for.
Copyright © 2021 Wealth Den Financial - All Rights Reserved.
Wealth Den Financial (“Firm WDF”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.