Our Compensation

Three Ways We're Compensated

• A Planning Fee
  We charge a fee for the design of a thorough plan for our clients, their businesses and, most importantly, their families. The cost of the plan will be determined and communicated once we have had a chance to look over the complexity of the situation. The fee covers plan design and twelve months of follow-up service, including all meetings and phone calls necessary throughout the year. Most of our clients choose to renew a contract with us annually in order to retain our services.

• Service Implementation
  The second way that we are paid is through product or service implementation. It is important to know that we are not salespeople; we are advisors looking for solutions for our clients’ needs. If, however, in the course of preparing a plan we identify needs that indicate product or service implementation, we will act as the “personal shopper” in the open marketplace to secure products or services appropriate for the situation. In this event, we will be paid a fee or a commission for the implementation of a solution identified in the plan. We will always advise our clients of any additional costs or expenses they may incur.

• Client Satisfaction & Introductions
  The final way in which we are compensated is the most important form of our compensation. Our success is measured by our clients’ satisfaction and their resulting commitment to provide introductions to people that may need our services. If you are pleased with the advice and service you receive from Aubry & Eustice, we will ask you to help in introducing us to other people who may benefit from the type of work we do. We rely on the active goodwill of our clients to introduce us to people who will value and appreciate the type of service we provide.