Fees and FAQs

How are you paid?

Our only method of compensation is through fees that are usually collected on a monthly or quarterly basis. That annual fee can be billed to your bank account or credit card or can be collected directly from your investment accounts.  Our minimum fee of  $3,000 per year is generally based on 1.25% of invested assets.  We also offer hourly consultations at $300 per hour with a two-hour minimum.  We do not accept compensation for placing our clients in any specific investment product.

Are there other fees?

No, we charge no other fees. However, your custodian may charge a transaction fee when securities are bought or sold. Loiselle Financial Group does not receive compensation for these fees.

Do you have a minimum account size?

Although not a hard-and-fast rule, the minimum new-account size at Loiselle Financial Group is $100,000. If your investment dollars total less than that, we would still be happy to talk with you and recommend appropriate next steps. Also, we welcome the opportunity to help children of our clients understand the importance of investing early and intelligently. We are always willing to help members of your family and consider them valued Loiselle Financial Groups clients.

For more information about our fees and services, please click this link.