Fee Schedule Transparency
We recognize the pivotal role that disclosure and communication has when developing a relationship founded on trust. In striving to continue to do what is in the best interest of our clients, we displayed the various ways our firm can receive compensation for our services.
“A good name is to be chosen rather than great riches, and favor is better than silver or gold.”
LibertyCrown Financial Planning Service Matrix
Fees can be paid by either of the following:
Paid out of your income on a monthly basis
Paid from your investments / retirement
Paid from a combination of cash and investments
Fee Charged Based on Services Provided
Ongoing Financial Planning / Life Planning Annual Fees*
Fees based on AGI and on complexity
*Annual fees are paid out monthly
Complexity may require additional fees be charged
Investment Management Fees*
Based on a % of assets held under management
Your time is valuable and the amount of time and attention that is needed to manage investments on your own can quickly lead to confusion and frustration
This might result in poor and emotional decisions that might impact your overall portfolio
At LibertyCrown Financial, we are here to help ease your frustration and confusion. We serve the needs of individual investors, retirees and participants in qualified plans. Let us work for you.
*Annual fees are paid out quarterly
Commissions might be received for Services Provided
Insurance Commissions*
From time to time it might be make sense to place your insurance needs through our firm. We offer the convenience for clients have one centralized company handling their financial needs.
Whether you use an agent or go online, commissions are paid on each sale to an agent via the insurance company.
Commission payout varies among carriers / companies.
We are independent, not captive, which allows us to match you with carriers that meet your needs.
*If placed through the firm, it's representatives or partnerships