Our Fees
We prefer a single, annual fee to cover our services. The annual fee, which can be paid quarterly, may be slightly higher if you request our optional CFO/Controller or ERISA Fiduciary services. Please contact us if you would like a quote for our services.
Unlike other financial companies that quietly withdraw their fees directly from your account often without your explicit understanding, our fees are transparent, paid directly by our clients via a check and are tax-deductible.
Importantly, we prefer not to charge a percentage-based assets under management fee (nevertheless, we will charge a percentage-based asset under management fee if the client prefers that fee structure) as this approach is extremely detrimental to your wealth creation–particularly as your retirement fund grows.
To demonstrate this negative impact, you may use the interactive simulator. By way of example, a 1% assets under management fee will reduce your investing profits by 24% over a 25 year period, and by 26% over a 30 year period (given annual contributions of $10,000 presuming a 6% return).
Under the same scenario, a 2% assets under management fee will reduce your profits by 35% over a 30 year period.
