With a flat fee of just 0.75% percent of assets under management, we make it easy to understand just what you’re paying.
Compared to a typical Registered Investment Advisor at 1%*, or hedge funds at a chunky 5%**, you’ll not only enjoy transparent fees, but you’ll keep more of your gains in your own pocket where they belong. By the way, we are NOT a hedge fund which are often restricted to large investment amounts and tend to underperform overtime due to very high fees and higher risk investments.
Why 0.75% and not less?
We are not the cheapest online advisor out there, and for good reason. Pricing our services lower than all other advisors is not a value to our investors. In fact, we see it as a limiting belief. If you want a standard Modern Portfolio Theory model, you shouldn’t pay ANY advisory fees. You get what you pay for.
* Typical RIA (Registered Investment Advisor): 1% = RIA in a Box study used detailed survey responses from 1,198 advisory firms paired with publicly accessible data provided on the Securities and Exchange (SEC) website
** Hedge Funds: 5% = 2% Management Fee, 20% Performance Fee assumes a 10% fund performance, 1% Fund of Funds Fee
Box, R. I. (n.d.). 2016 RIA Industry Study: Average Investment Advisory Fee is 0.99%. Retrieved December 28, 2017, from http://www.riainabox.com/blog/2016-ria-industry-study-average-investment-advisory-fee-is-0-99-percent
Harper, D. (2003, December 07). Hedge Funds: Higher Returns Or Just High Fees? Retrieved December 28, 2017, from https://www.investopedia.com/articles/03/121003.asp