Lorence & VanderZwart works with a majority of their clients on a fee based platform. This means that we charge a percentage based on your assets under our management.
We also work on an hourly basis with our rates ranging from $100 to $275 dollars per hour. This is mainly used on a consulting basis for those clients that are looking for a second opinion on their portfolios or a onetime project.
An initial consultation with the advisors at Lorence & VanderZwart is always complimentary. So if you are looking for a second opinion on your financial plan or would like to just interview our firm to see if we may be a fit, please call and set up an appointment.
