Pricing

Be sure to consider all potential costs: brokerage fees, advisor fees, internal investment expenses, commissions, and taxes. The most common pitfall we see is people holding very expensive investments without realizing it. Often, these people have advisors who are incentivized to increase profits for the companies they work for—not for you. Costs can add up quickly when this is the case—upwards of three percent.

The good news for you is that we don’t care about any brokerage’s bottom line. Our goal is simple—to minimize your expenses across the board. Here’s what we strive for:

• Near zero internal expenses on investments with our asset allocation models
• Ability to avoid commissions with No Transaction Cost funds
• No annual account fees at Charles Schwab
• Minimized taxes with comprehensive planning