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About Craig
What is a Fee-Only Financial Advisor?
Serving Your Best Interest | Toberman Wealth Pricing
As a fee-only financial advisory practice, we have committed to only being compensated by our clients. In other words, we don’t accept fees or commissions from the sale of financial products. We’re only paid by our clients, which mitigates potential conflicts of interest.
We are also bound by the fiduciary standard, a legal obligation to always put the interest of our clients above our own – and we take these obligations very seriously.
It’s an honor to work with our clients and to build lifelong relationships in St. Louis and beyond. This fee structure allows us to continually work in a way that’s truly best for you.
Our Fees
That being said, our fees are very straightforward. There’s no catch and no fine print, we believe in making it easy for everyone to understand.
Annual Advisory Fee
0.75%
Our annual advisory fee is assessed quarterly based on the market value of your assets under management. We work independently with Charles Schwab – so you can have peace of mind knowing your money stays safe with an established institution you can trust.