Step 4: Fees & Compensation
Every client has the right to know exactly what they are paying for the services they are provided. While many of our clients pay us a regular ongoing fee (monthly or quarterly), some pay us hourly and others prefer to pay commissions.
Treasure Coast Financial is "fee agnostic," meaning, unless otherwise stated, our fees are based on your value of your account and we believe this is in your best interest. Our promise is that you will always know what you are paying for and why you are paying it.
If you have a financial question feel free to fill out the question form here, or call 772-283-6342. Connie, our "Director of First Impressions", can schedule a meeting for a no obligation discussion with one of our advisors.