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SERVICES WHO WE SERVE WHAT YOU CAN EXPECT FEES & MINIMUMS AREA OF EXPERTISE PLANNING NEWS CONTACT US  
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| TERMS OF USE | DISCLAIMER | PRIVACY POLICY |
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Fees & Minimums Excelcia Financial Group is a fee-based firm. We do not make recommendations based on commissions received; rather we recommend strategies that give our clients the highest probability of successfully achieving their goals. Occasionally the best strategy includes recommending commissionable products. In such cases, we always disclose this to the client before the strategy is executed. INITIAL PLANNING: We charge an initial financial planning fee based on the complexity of your specific needs and personal situation. This fee is directly proportional to the services provided and will be fully disclosed in advance once we come to an agreement on the planning services necessary to satisfy your wishes. ASSET MANAGEMENT: Our annual asset management fees are designed so that the greater your asset base, the lower the fee percentage you pay. Our fees, which typically include all transaction costs, are competitive with industry averages and are fully disclosed prior to engagement. TAX BENEFITS: In some cases, the advisory fees paid to us are tax deductible. Talk to your tax advisor for more information. Please contact us for more information. We're always happy to answer questions about our fees and any other aspect of our services. |