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 two different fee-only pricing options: percentage-based pricing and net worth pricing.
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.
Our net worth pricing option is tailored to each individual client and takes into account all of their assets and debts. This approach works better for clients who either have high net worths or a variety of non-stock and bond market-related investments and debts that the advisor must consider. Our advisors will work with the client to determine which pricing option is best for their specific situation.
