FAQs

  • We provide a complimentary 30-minute introductory meeting designed to understand your values and concerns, and to explore whether we would enjoy collaborating together. Following our initial discussion, we will have the opportunity to decide if you would like to continue working together. If it seems that another advisor may be a better fit for your needs, we are more than happy to make a recommendation.

  • Understanding financial advisor compensation can be challenging. Some advisors earn commissions by selling products, while others have a "fee-based" model, collecting both fees and commissions, leading to potential conflicts of interest. In contrast, "fee-only" advisors, like those at Organic Wealth, receive compensation solely from client fees, ensuring objective advice without third-party commissions. This minimizes conflicts and allows us to prioritize your best interests.

    Our fee is deducted monthly from your account.

  • We charge two different types of fees:

    1. Assets Under Management (AUM) fees: We charge you a percentage of your portfolio, paid monthly, to manage your investment. It's 0.95% on the first $500,000, 0.75% on the next $500,001 - $2,000,000 above this amount is negotiable.

    2. Flat Fees: We charge you an annual amount, paid monthly.

    Your fee will depend on your situation.

    For example:

    AUM Fees: Typically used when there are assets to manage.

    Flat Fees: Used when there are no assets to manage.

    Reference our ADV for a full description of fees or reach out for a fee proposal.

  • There is no minimum account size. Our goal is to make ourselves available to a wide range of clients.

  • Because Organic Wealth was designed to be a virtual firm, we can work with clients anywhere they may be. Organic Wealth was designed for the modern family, professional and retiree.

  • We meet virtually by phone, email and/or video conference.

  • Absolutely! We welcome the opportunity to work with your trusted team of professionals.

  • Fee-only advisors never receive compensation for recommending specific products or services. Your fee is the only compensation we receive, allowing us to make recommendations that are best suited for our clients.