Learn more about who we help and how we work
Through our fee audit we help investors and foundations gain transparency around their fee structures and find ways to lower their investment fees.
Individuals
Through our fee audit and use of fee optimization strategies we help individual investors achieve reduced investment fees and remove ambiguity around the way fees are structured.
Charitable Foundations
Foundations turn to us to help reduce fees and gain understanding about the management costs of their portfolios. At the end of the day, reducing expenses means they can make more grants.
Tax and Monetization Strategies
Investors with a Short Against the Box, a specific tax and monetization strategy, are also eligible for a fee audit.
We do not sell or promote any securities or investment. We do not take custody of assets. We only offer advice on investment fees.