Fee-Only
Financial Designs is a fee-based financial planning and investment management firm.
In most cases, we don't receive sales commisions, which we believe can pose a significant conflict of interest for financial advisors. Instead, we receive an ongoing fee based on the amount of assets each client has under management with our firm. This approach, we believe, best aligns our interests with those of our clients, since we prefer to recommend invesments based soley on whether they are best for the client.
Our fees are .25% of assets under management per quarter, for a total of 1% per year.