Have you ever wondered about how your advisor is paid, what their fee covers, and what services you are receiving?
At Filbrandt, we operate under the fiduciary standard, which means we are required to always put our clients’ interests above our own. That will ALWAYS be our first priority, and it starts with transparency.
We believe you deserve complete transparency regarding the true costs you will incur. We provide full disclosure with the goal of making all fees crystal clear.
Our ongoing clients pay a quarterly fee for our comprehensive financial planning service, which includes investment planning and portfolio management, retirement planning, estate planning, tax planning and any other specific planning needs they may have. We are our clients’ advocate and partner in all financial matters.