Fees

 Each client will have different needs. 

 A fee may or may not be charged to our clients

depending on the fee structure we agree to. 

The initial consultation with a new client is complimentary.  After our first meeting we will discuss if fee-based financial advising* is right for you.  Fee structure can be different for each client, depending on their own individual needs.

Generally, the fee structure is as follows:

1. Fee-based financial planning*:  Fees are derived from a combination of your income and your total assets.  This 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.

3.  Hourly financial consultation*:  A fee is charged per hour.  Fee will vary depending on the services needed.

4.  Annual retainer*:  Christy's services are available for the year. Fee is negotiable and can be renewable.

5.  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.