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.

Charitable Foundation Client Story

Background

As part of a periodic due diligence process, clients from Oklahoma with a $20 million charitable foundation account asked FeeEffect Advisors to conduct a fee audit. The clients valued their twenty-year relationship with their current investment managers, but wanted clarity and openness about the account fee structure.

The FeeEffect:  Same Portfolio. Lower Fees.

The Fee Effect fee audit revealed an outdated and excessive fee structure. Through the audit process Fee Effect Advisors provided the clients with a clear understanding of the situation and was able to advise them about options to modify the structure to reduce their costs.   

Through FeeEffect’s fee optimization strategy, the clients' investment expenses were lowered with no change to their portfolio or to the relationship with their investment manager.

The Power of Small Changes

Client fees were reduced by more than half, equating to a saving of more than $170,000 per year.  The client will save $18 million from fee reduction over twenty years. 

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