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.
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