How We Are Compensated
We will arrange our compensation plan to suit your preferences and the services required. This may consist of fees, commissions, or a combination.

Consulting Services: Clients may request our services for analyzing a particular situation, such as the asset allocation of an investment portfolio or a review of their progress toward a specific retirement goal. The client has the option to pay fees on a hourly basis, a flat fee for a specific purpose, or an annual fee for ongoing services.

Preferred Portfolio Services®: Your investment portfolio will be managed on a fee basis through our affiliation with Commonwealth Financial Network®, a registered investment adviser. The fee is determined as a percentage of assets in the client's account(s).

Brokerage Services: In some cases, the most feasible compensation plan is commission based, where we are compensated through commissions and fees earned by your investment transactions and insurance purchases. We will disclose any commissions in advance.



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​150A Andover Street, Suite 4-B, Danvers, MA  01923

Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.


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