Fee Analysis

Service Description

Every week we visit with prospective clients that are not sure what they’re paying for their investments. Admittedly, wealth managers are reluctant to disclose these numbers or perhaps you’ve been hesitant to ask. Our analysis of your portfolio will peel that onion for you so that we can speak knowledgeably about the fees you are paying within your 401k, IRA, Variable Annuity or Brokerage Account. If you’re paying fees, let’s make sure it’s for the right reasons, and that you’re getting what you’re paying for. In most cases, we can lower the fees that you’re currently paying, which means more money for you to spend, grow and give.

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