"Fee-Only" Advisors
Deane Retirement Strategies, Inc. is a "Fee-Only" Investment Advisory Firm
Our sole basis of client compensation is advisory fees.
Our "fee-only" (commission free) approach to financial and retirement planning and portfolio management allows us to avoid advisor/client "conflicts of interest" and always place our clients’ best interest first.
Your first appointment is at our expense.
Our four-phase process begins with financial and retirement planning and culminates in portfolio management.
A one-time planning fee of $500 dovetails into, and is credited toward, your annual fee for portfolio management.
Your annual portfolio management fee is determined by both
1) the value of your assets under management and 2) your portfolio's investing style and asset mix that we together select as appropriate for you, after completing extensive diagnostics and plan development.Your annual portfolio management fee is all-inclusive: it includes our professional management of your portfolio, plus all commission costs associated with securities transactions in your portfolio. We are fee-only (commission free) advisors.
Management fees, ranging from 0.50% to 1.90% annually, are calculated and paid quarterly, based on your portfolio's quarter-end asset value. Example: 1% annual fee = 0.25% quarterly fee.
