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Billing Method

Our menu pricing model allows clients to customize our services to their needs.
We can serve as a non-fiduciary resource, or as fiduciaries in a 3(21) or 3(38) capacity.
 Our due diligence research and participant education catalogues are included in both fiduciary engagements, and we can also be hired to provide customized guidance on a non-fiduciary basis.

We receive hourly and project-based fees for our consulting work.
 

 

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Hourly and Project-Based Fee Consulting (Non-Fiduciary)
3(21) Fiduciary
3(38) Fiduciary
Research Guidance (Non-Fiduciary)
Educational Guidance (Non-Fiduciary)
Monitoring-Only

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