Our Research Team works closely with our Financial Advisors to create individualized solutions to meet your goals. The team process takes into account investment tax efficiency as well as return and risk objectives.
Our team can assist with:
Our team can help your employees take full advantage of the retirement benefits your company offers:
Our team’s goal is to find the most effective options for your plan participants at the lowest cost.
Our clients save an average of 50% on 401(k) fees.
Based on industry average bundled investment, record keeping and trustee fees of 1.85% for plans with 10 participants and $500,000 in assets. Source: 401(k) Averages Book, 17th Edition.
All investments have fees, no matter where you invest. You won’t find any financial institutions who will work for free, but some will charge more than others. Simple logic demonstrates that, if more money is taken out of your account for fees, you’ll have to make up for it in returns (which aren’t guaranteed). When everything else is equal, higher fees can have a huge impact as they compound over time.