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.
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.
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