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We will structure a tailored investment portfolio consisting of low fee ETFs that is matched to your unique goals and comfort level with risk.
Our fees are simple: 25 bps per year based on the value of your portfolio. Meaning for every $10,000 we will only charge you $25 per year (with a minimum of $1 per month).
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Some good reasons to transfer an account over to us is to gain access to a broader range of investments, potentially working in a better investment model and even possibly to benefit from lower fees compared to your current advisor or broker-dealer.
Take a look at the fees you've been paying and the performance you've been getting.
Maybe we can help you do better.
compare your advisor's fees to ours
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