No. 49 of 106 Things We Do For Clients
Help reduce management and transaction costs.
We help you reduce mutual fund and ETF managerial and transaction expenses, allowing you to keep more of your money growing for you. We use mutual funds and ETF’s that don’t pay commissions and have low expense ratios. We can often cut your potential exposure to insidious and often hidden costs by up to 90%—savings that go into your pocket. Our average annual expense ratio is around 0.60%, while the national average is 1.30%. That is an annual savings of $7,000 for every million dollars in investable assets.