Favored Pricing
Our fees for financial services can be structured in several ways, allowing clients control and choice when designing an arrangement that is mutually beneficial.
Compensation can be arranged as:
- a percentage fee of assets under management
- an hourly rate basis
- a flat fee based on services provided (e.g., Comprehensive Financial/Retirement)
Brian Britt is an experienced investment advisor and financial consultant in San Diego, and ClearWealth Planning’s asset management services are designed to help you succeed. Reach out to him today to schedule a conversation or register for an upcoming retirement planning webinar