Compensation

Different activities require different payment stuctures. We have found that the following pay structure works best in most situations.

- Tax returns are most often charged by the schedule or forms needed.

- Financial planning and analysis is usually billed on an hourly rate.

- Asset /Investment Management by registered investment advisor representaives is fee based (non commission), typically a percentage of the assets managed per year.

- Most forms of Insurance and non advisory investment products such as stocks, etc. are commissioned based.

San Diego Tax & Wealth Management Inc. believes one size does not fit all clients. There are situations where an annual fee, a one time commission, or an hourly rate would be most appropriate.