We at Hadjiyianni Financial believe in transparency…
We are a fee-based financial planning firm.
Ongoing asset management fees are charged to your investment accounts in order to pay for ongoing planning and maintenance of your accounts. These fees are competitive and follow a sliding scale whereby the more you invest, the less you pay as a percentage of your assets.
We receive sales commissions on the sale of insurance products. These commissions are determined by insurance companies. A fee-based option does not yet exist for insurance.
All fees are disclosed and approved by you prior to any fees being charged. Other professionals with whom we collaborate, such as lawyers and accountants, bill you directly for their services.