Individual Investors

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.  

Individual Client Story

Background

A Wyoming couple was updating their estate plan, which included an investment account for their children totaling $12 million.  The clients had a long-standing relationship with their existing investment manager, and keeping this manager and his investment advice was very important to them.

Discussions with the clients' accountant about the investment expenses they were paying prompted them to consult Fee Effect about a fee audit. 

The FeeEffect: Same Portfolio. Lower Fees.

Through the fee audit and subsequent execution of a fee optimization strategy, the clients' costs were reduced, they retained their investment manager, and their portfolio remained unchanged.

The Power of Small Changes

The clients' fees were reduced by more than half, saving them more than $85,000 per year, or $12 million 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.