Understand What You Are Paying and Why

Our financial advice and services are determined solely by what you need to achieve your goals. The cost of this advice is clear and fully disclosed.

Advisory Services

Investment

Our fee for investment management services is a percentage of the assets under our management. The percentage varies depending on the value of the accounts and the extent to which we provide ongoing personal financial planning. Generally, the greater the value of the investments we are managing, the lower the percentage paid.

Insurance

Most insurance products pay a commission to the agent who places the policy. Where BerryDunn Wealth Management acts as the agent, the commission is a part of our compensation.

Financial and Estate Planning 

In a planning engagement, the fee is generally a fixed fee or range of fees (i.e., project fee) based on your family and financial situation as well as the complexity of the issues.