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.
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