This is our primary method of client engagement and includes investments, tax, and financial planning expertise delivered on an on-going basis. In this relationship we provide an on-going assessment, advice, implementation, and monitoring. Our main form of compensation is based on assets under management. We do not receive commissions from any investments that we recommend.
*Empirical Wealth Management has a $1,000,000 household asset minimum.
We offer hourly financial planning and tax services to individuals who have only a specific financial area of concern or are looking for comprehensive advice yet are not sure if they want an on-going relationship. In this relationship we provide a one-time assessment and advice while you are responsible for implementing and monitoring. The only form of compensation we receive is based upon number of hours at our pre-agreed upon hourly rate.