Lorence & VanderZwart works with a majority of their clients on a fee basis. 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 in consulting 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 just like to interview our firm to see if we may be a fit, please call our office to set up an appointment or go to the “contact us” tab and submit a request.