Our fees are typically 25% lower than other investment advisory firms. We are able to do so because we practice low-cost, passive investment management. Our firm does not incur the costs borne by those that actively manage portfolios. We do not spend money on proprietary research, software and other tools designed to help an advisor try to out-perform the market. Frankly, we do not believe it is possible to do so on a consistent basis.
As a result, we are able to keep our overhead relatively low, and this is reflected in our competitive fees. We pass the savings along to our clients, because it’s simply the right thing to do.
Our hope is to reduce fees further as our firm grows and we are able to achieve greater economies of scale. Our satisfied clients are helping us build the firm by referring us to their family, friends and colleagues.