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Client Relationship Summary


Our financial professionals are compensated with a base salary and discretionary bonus based upon the overall success of the firm.  Our professionals are not compensated based upon any other factors such as:  the amount of client assets they service; the time and complexity required to meet a client’s needs; the product sold (i.e. differential compensation); product sales commissions or revenue the firm earns from the financial professional’s advisory services or recommendations (excepting only to the extent that the firm earns fees for managing your account and any profits that the firm earns generally may be distributed indirectly as discretionary bonus to individual professionals). 

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