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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.

For investment guidance and portfolio management needs, our fee is only 0.37% a year for your first $3 million in assets under management and 0.20% for assets over $3 million*.  Investors who want financial planning beyond investment guidance have access to additional services with management fees totaling 0.89% a year.

Compare our fees to others charging 2.0% or more and 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 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 and $1,675 minimum quarterly fee in lieu of the 0.89% annual management fee.