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You Get: Lower Fees.

The less fees that come out of your portfolio, the more money you keep working for you. That’s why we are so committed to index investing and it’s why we keep our fees low. In fact, our management fee is only 0.37% a year for your first $3 million in assets under management and 0.20% for assets over $3 million*. When you compare that to the industry average of 1.0%, we think you’ll agree it’s money well spent.

Low Fees

A management fee and only a management fee.

We do not receive any commissions or bonuses on the investments we use in your accounts. There are no
start-up fees, annual administration fees or hidden costs. That’s just the way we like it: simple, transparent, unbiased and working for you.

The average actively managed mutual fund costs seven times more than the average index fund.

-Investment Company Institute 2014 Fact Book

How we keep our costs low. 

We don’t skimp; we do it right. We employ expert investment professionals who not only know investments, they know how to listen. We use the latest investment technologies and databases. We meticulously research and select funds and ETFs for the best overall asset class representation at the lowest expense. Finally, we’ve negotiated low trading costs with Charles Schwab & Co., Inc. (Schwab). That way, transaction fees will have less impact on your returns.

Disclaimer: *Total cost includes our low management fee, mutual fund expenses, and trading costs. A total relationship value below $1 million is subject to a $925 minimum quarterly fee in lieu of the 0.37% annual management fee.