By engaging Conlon Dart, you will have access to an experienced team devoted to working on various aspects of your financial plan rather than on individual pieces in isolation. We recognize that our real value to you comes in the form of helping frame integrated solutions in the context of your unique and often complex life. Offering our counsel from this more holistic framework, it is not uncommon that we speak with your tax counsel one day and your insurance broker the next, making certain that your financial life is moving forward in the manner you envisioned.
Moreover, all of the work we undertake for you will be completed on a fee-only basis. In other words, we will not accept commissions or 12(b)1 fees, nor will we receive compensation from third-party vendors. Instead, our only compensation comes from you, our client, exclusively on a percentage of assets under management, or in the case of limited financial planning engagements, on an hourly or retainer basis. We think this approach frees us to remain truly objective when making specific recommendations for your portfolio and your financial plan.
Please see our Fee Schedule for a more detailed cost breakdown of our services.