Compensation

As a fee-only financial advisory firm, Fischer & Hutchinson does not accept commissions or any other form of compensation from financial companies as a means to induce our support of their products or services.  We believe that keeping our compensation separate from our relationships with brokerage firms, investment management companies, mutual fund companies, insurance companies, and banks is paramount to providing objective advice.  Our fee-only structure allows us to keep you first!
 
No Obligation First Meeting
There is no charge for our initial “get acquainted” meeting.  The purpose of this meeting is for us to learn more about you and you to learn more about us.  There is no obligation at the end of this meeting for either of us to move forward unless we both feel there is a good fit.
 
Annual Fee
Upon mutually deciding to move forward, we will submit a written proposal outlining the services we will provide and our annual fee.  Our fee will be based on the scope and complexity of your situation and the level of effort we feel will be necessary to assist you in achieving your goals.  Our minimum annual fee is $6,000.  We will collect our fee on a quarterly basis,  beginning with the first quarterly payment  prior to commencing our work.  Unless otherwise stated, we will maintain our fee at the level stated in our proposal for 3 years.
 
Tax Preparation Fee
We also provide tax return preparation services.  Pricing for this service is quoted on a case by case basis after reviewing return from the previous year and discussing any signficant potential changes in your tax liabilities for the current year.

“Financial planners who are members of the National Association of Personal Financial Advisors…submit their work to peer review and are not supposed to charge anything but a fee.”
Arthur Levitt – Former SEC Chairman

 “Financial Planners who take commissions have a built-in conflict of interest...even with disclosure, my choice would be a Fee-Only planner.”
Newsweek - Jane Bryant Quinn

 “Start with the general practitioner...a Financial Planner (whose) compensation should be from fees alone.”
Money Magazine

 “The most important matter is how the planner is
compensated. Hire the planner who...has no financial stake in (your) investments.”
Forbes

                    
©2010 Fischer & Hutchinson Wealth Advisors, LLC. All rights reserved.