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.
— Proverbs 22:1

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 1.00% of Gross Income + 0.20% of Net Worth with a minimum monthly based 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

 
 

 

actual fees may be higher or lower depending upon each client’s specific situation and the products they select. Investors should note that the deductions of fees will impact overall account values.


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