Compensation

As investment adviser representatives of Commonwealth Financial Network®, the professionals of Capital Navigation Group may offer fee-based financial advisory services. This arrangement eliminates the inherent conflicts of interest that can exist with a commission-based compensation structure. We feel this arrangement best aligns our interests with yours.

You may need an initial comprehensive financial plan. When we develop your initial financial plan, the fee generally ranges from $2,500 to $15,000, depending on the complexity of your financial situation.

Our investment management advisory fee is charged based on a percentage of the investment portfolio(s) under management.

Ongoing financial guidance is included in the fee for the investment management at no additional charge following the completion of the initial financial plan.