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Our Fees

At Thierry V Sommer & Associates, we feel that choosing a Financial Professional is an important decision that should not be taken lightly. We find that many people are un-aware of how their Financial Professional is compensated. It is important you know this information in order to understand how your invested money is going to work for you. We take pride in not only providing the highest quality wealth management services for our clients but also educating our clients, and that includes educating them on how are fees are structured. We believe that honesty and transparency are key to strong and healthy client relationships.

Listed below are the advisory services we offer. The compensation scale used is determined by the type of account and services requested. The fee structures will be discussed during your initial complimentary consultation. 

For any and all services, you will never write a check to Thierry V Sommer & Associates. All payments are made out to either our Broker Dealer NEXT Financial Group, Inc (NEXT), the investment or insurance companies we are investing in, or Pershing LLC who acts as the custodian for stock transactions.

Fee-Based Advisory Services

Services where your investment decisions will be made at the discretion of the adviser. 

Transaction-Based Advisory Services

Investment decisions are made with the client and fees will be included in the transaction of the investment.

Consultative-Based Advisory Services

This is for clients who do not hold any investment products or accounts with us, but choose to utilize our firm for consultative services on their finances. These fees are waived if you establish a Fee-Based or Transaction-Based account with our firm.  

401k - Plan Confidence 

Plan Confidence™ evaluates all the investment options available in a retirement plan (401k, 403b,etc) and let’s participants know where and when to invest their money, based on their unique options, risk profile and investment style. 

$25 / Month