We are open and transparent in the way we charge for our work, and are always happy to answer any questions

Explaining our approach

At Aldwin Callen, we believe that our commitment to providing the professional guidance you require to achieve your financial goals is to make it as simple as possible for you to understand the fees we may charge for our services.

Each trade is subject to a 1% commission on the buy and a 1% commission on the sell
  • SECURITIES: STOCKS = 1% Commission BUY and 1% Commission SELL
  • SECURITIES: ETFS = 1% Commission BUY and 1% Commission SELL
  • BONDS = 1% Commission BUY and 1% Commission SELL
  • OPTIONS = 1% Commission BUY and 1% Commission SELL
  • UNBUNDLED CONTRACTS = 1% Commission BUY and 1% Commission SELL

Know the difference

We encourage you to examine of the breadth and complexity of service we provide for the fee we charge. While other firms might charge around 2% for investment management, our fee encompasses an in-depth, comprehensive financial plan which includes investment planning, tax planning, estate planning, and retirement planning.

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