Understanding Our Fee-Based Pricing Structure
At Exencial Wealth Advisors, we provide financial guidance tailored to your unique circumstances. As a fee-based fiduciary, we offer a comprehensive approach to your financial success, ensuring our advice is aligned with your best interests through transparent financial planning and communication.
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What does "Fee-Based" Mean?
Our fee-based structure means that we are compensated primarily through client fees for financial planning, investment management, and other advisory services. While some advisors may receive commissions on certain product offerings, we prioritize transparency in disclosing and managing potential conflicts of interest. Our goal is to provide financial guidance that aligns with your needs and long-term success.
Wealth Management Fee
A percentage of the assets we manage.
Financial Planning Fee
A flat rate for comprehensive financial planning.
Tax Preparation Fee
Charged based on the complexity of the tax services provided.
Benefits of Exencial's Fee-Based Structure
Experience the advantages of clear, straightforward financial guidance that puts your interests first.
Alignment with Client's Interests
As a fee-based fiduciary, we are legally obligated to put your interests ahead of our own, mitigating and disclosing potential conflicts of interest to ensure our recommendations align with your financial goals while providing transparent and objective advice.
Transparency
You will always know what you are paying for and why. Our fees are straightforward and disclosed upfront.
Peace of Mind
We are focused on what is best for your financial well-being, bringing you peace of mind that your financial goals are our top priority.
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Exencial's Pricing Structure
Our pricing is designed to be simple, transparent, and directly aligned with the services you receive.
Wealth Management Fees
Calculated as a percentage of assets under management, tailored to the size and complexity of your portfolio.
Financial Planning Fees
Price according to the complexity of your financial planning needs.
Tax Preparation Fees
Priced according to the complexity of your tax needs.
Why Choose Us
Our Commitment
We are dedicated to your success. Our advisors strive to make your financial journey as seamless as possible with strategies that are sophisticated yet understandable.
Comprehensive Expertise
From investment management to financial planning and tax strategies, our holistic approach covers all aspects of your financial life.
Schedule Your Consultation Today
Choosing Exencial means opting for an advisor who is genuinely vested in your financial success without any hidden fees or agendas. Our fee-based approach and fiduciary status underline our dedication to you and your financial goals