Compensation

What type of services are you seeking?

1) Are you looking for financial planning & asset management services at Contour Financial, with your investments held by an account opened at Charles Schwab?  If so, click on the Detailed Explanation of Compensation for Type 1 Client link below.

2) Are you looking for financial planning & asset management services at Contour Financial, with your investments held elsewhere?  If so, click on the Detailed Explanation of Compensation for Type 2 Client link below.  
 
3) If you are seeking non-investment related hourly consultation, then you will be quoted an hourly range ahead of time and billed at $150 per hour.  There is a five hour minimum, with the exception of tax return preparation. 
Regardless of which type of client you are, a one-hour complimentary meeting is offered.  Details will be covered later in the #7-Visit Our Firm tab.
 
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