What We Do and How We Earn Our Fee
- 20% - Quantifying goals, crafting a long-term plan, funding the plan with a long-term portfolio
- 80% - Behavioral Coaching clients to continue working the plan through all the cycles of the economy, all the fades and fears of the market, and all of the media noise
- 00% - Analyzing/interpreting the economy and current events, timing the market, calling tops and bottoms, identifying consistently top-performing investments
How We Charge
We feel that it is critical for our clients to understand what they are paying for and how they are paying for it. Our goal is to be as transparent as possible when discussing compensation for our advice. Silver Leaf Investment Advisors is generally compensated for services in one of three ways: asset management fees, commissions, or hourly fees.
Asset Management Fee
An asset management fee is often the preferred method of payment for clients because it is based on the assets managed, not on commissions or transactions. Annual investment management fees are fully disclosed at the time of engagement.
We charge commissions on certain products we offer as Registered Representatives of Commonwealth Financial Network®. Such products include stocks, bonds, mutual funds, annuities, life insurance, and certificates of deposit.
For consulting work and in-depth strategy preparation, an hourly or flat is charged.
Because each client is unique, we are able to put together an appropriate fee structure to help meet individual needs.