How We Are Compensated?
We are a fee-based advisory practice. This means that we are primarily compensated based on a percent of client’s accounts that are actually being managed, as opposed to being paid based on transactions being initiated. This rewards us as client’s portfolio values increase. Many clients believe this arrangement places our motives in better alignment to theirs. Our goal is to eliminate any incentive to make transactions for the sake of transactions.
As such, we are committed to “Pricing Integrity” which manifests in three ways:
- Fairness: We strive to deliver value that is in excess of our fees;
- Consistency: There is consistency in the fees charged to clients with similar complexities, services and asset levels;
- Transparency: All client fees are fully revealed and explained
Despite market volatility and economic uncertainty clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”
For over 35 years we have been helping our clients achieve a life well lived. As you seek a trusted source for your financial advice, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program.
Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.
Discover how Kauffman Wealth Management's extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.