Fees

TradeWinds’ Table of Fee for Service as required by 950 MASS. CODE REGS. 12.205(8) can be viewed by clicking this link: 2020-03-31-Massachusetts-Fee-Table-TradeWinds or the download button below.

I charge a flat annual fee based on your needs and the complexity of your situation (unlike many other fee-only advisors who charge a percentage of assets under management). Knowing in advance exactly how much you are paying for advice and ongoing investment management brings peace of mind. In a typical client situation, the minimum annual fee is $5000.

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