Who we are and what we do

We help investors lower their fees, without changing their portfolio.

For more than two decades we have been working inside and alongside many different types of financial institutions. We started FeeEffect to help investors keep more of their wealth by the simple tactic of reducing their investment fees. The investment industry does not automatically reveal costs, and investors, not wanting to upset an important relationship or impact their portfolio, choose to accept this lack of transparency. We use our knowledge, expertise and experience to empower investors, to help them get clarity around their investment fees, and to identify ways to reduce those fees, all without changing their portfolio or disrupting important relationships.

Wondering if you are right for a fee audit? Learn more here.

We do not sell or promote any securities or investment. We do not take custody of assets. We only offer advice on investment fees.