The Cost of My Advice

My compensation for investment services is primarily derived from an annual fee based on the value of assets under management, excluding money markets accounts and the client's employer-sponsored retirement plan. The cost of periodic consultations is included in this fee.

Our initial consultation -- an opportunity to assess whether we're a 'good match' -- is complimentary. We will always review the exact investment compensation schedule prior to any commitment on your part.




** Social Investment Forum: 2011 Report on Socially Responsible Investing Trends in the U.S.

Securities and advisory services offered, in states where licensed, exclusively through KMS Financial Services, Inc., a member FINRA/SIPC and an SEC registered RIA.   This is neither an offer to sell nor a solicitation of an offer to buy any security. Such an offer can be made only by the prospectus for the specific security.