FEE-BASED PRICING SYSTEM
FEE-BASED VS FEE-ONLY PRICING - CONSTITUTION WEALTH OFFERS FEE-ONLY PRICING FOR MINIMAL CONFLICT OF INTERESTS
Constitution Wealth tailors our fees to each individual client.
We offer fee-only pricing that is percentage-based.
The percentage-based pricing option is best for clients who have simple estates such as a home and retirement accounts, and the fee ranges from 0.25%-2% based on the value of assets managed, as well as the specific investment strategies agreed upon.
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