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HOW WE ARE PAID

At DLD Financial, we understand the importance of flexibility and choice in all planning. In working with our clients, our fee structure is designed to integrate seamlessly into the uniqueness of every client's financial situation and provide you with a custom fee structure that reflects the complexity or simplicity of your advice needs. We are pleased to provide the following options:

 

Option 1

Based on time and the complexity of your planning needs, we provide a consulting option where our compensation is structured on an hourly basis. This form of compensation is often best suited for clients who are seeking a second opinion on their existing financial plan or are looking for a technical review on a specific product in their current plan.

 

Option 2

Our associate is compensated through a fee-offset arrangement where our standard engagement fee which is based on the complexity of your situation ($1,000 to $4,500) is waived should we receive compensation through the placement of an investment, insurance and/or other financial product as part of the implementation of the action plan. This form of fee structure is ideal for the client who is seeking comprehensive financial planning services including our multi-faceted portfolio management services.

 

Option 3

If you choose to work with us on a modularized basis where basic planning is done to ensure the right financial product is implemented for your situation, you have the option to choose a commission only structure whereby DLD Financial will receive revenues as a result of the placement of investment, insurance and/or other products as part of the implementation of the action plan.

 

Regardless of your choice, our goal is to work with you
to ensure we meet your needs today and into the future.


 

DLD Memberships and Certifications

The partners at Strategex Group value the relationship with DLD. The two companies share a common philosophy of providing excellent customer service and a desire for creative innovative and custom tailored strategies for our clients. We are extremely appreciative of the high level of professionalism that Dave and his team provide. We look forward to maintaining and further developing our business relationship with DLD." ~ Lakh Multani, CA, Partner, Strategex Group Chartered Accountants & Management
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