Our Fees

Your initial consultation is complimentary. Thereafter, our fee structure is tailored to fit your needs.

We recognize that each client has different needs and our fee structure can be tailored to meet your individual circumstances. Clients may or may not be charged certain fees depending on the structure we agree to. Call us to set up a complimentary consultation where we can discuss your needs and specific fee structure in more detail.

Generally, our fee structure is as follows: 

1. Fee-based financial planning*: Fees are derived from a combination of your total income, your total assets and the number of objectives you have. There is a one-time fee for the initial plan. Yearly updates are available at a reduced fee.

2. Fee-based investment advisory services*: A fee is paid on "assets under management" expressed as a percentage. Fees will vary depending on the investment program selected - ranging from separately managed portfolios of stocks and bonds to no-load, load waived and institutional mutual funds, but they are always a percentage of assets under management.

3. Commission based fees: A commission will be paid to us by the company that you have chosen for the specific product (i.e. an insurance company will pay a commission on an insurance policy once it is issued).

*Christy Barilotti, Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.