Fees and FAQs

How are you paid?

Our only method of compensation is the annual fee that we charge on a quarterly basis. That annual fee is based on a percentage of total assets under management (AUM) and the asset mix of your portfolio and usually is not over 1%. 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's clients.

What products or services does your firm provide?

You will be provided with a comprehensive financial plan as well as ongoing investment management services to execute your plan. We will be happy to answer your questions concerning all aspects of your financial life such as:
“Should I refinance my mortgage?” “How should I save for my child's college education?”
We are always willing to recommend and/or meet with other professionals involved in handling your estate. We wish to be with you every step of the way to help you navigate all of the important decisions that must be made to responsibly and effectively managing your assets.