in this case, that’s a good thing.

There are two main expenses when working with a financial advisor, the cost of the investments and the cost of the advisor.

Markets can be uncertain, but keeping costs low is a certain way to save money. We believe a low cost approach can help our clients end up with more in the long run.

1 Source: Fidelity 2017 RIA Survey. 2 Source: Morningstar 2017 US Fund Fee Study


Low costs can leave you with more.

 

This hypothetical example shows how our lower costs could help you end up with greater savings in the long run.*

This hypothetical example assumes an 8% return on a $100,000 investment, and no additions or withdrawals. Rates of return will vary by investor and are not guaranteed. If the rate of return were altered, results would vary from those shown. The different amounts represent both the amount paid in expenses as well as the “opportunity costs”—the amount you lose because the costs you paid are no longer invested. The final balance shown is after costs. This example doesn't represent any particular investment, investment strategy and doesn't account for inflation. There may be other material differences between investments that must be considered prior to investing.