Free Financial Industry Report
Learn how financial advisors, retirement plans, and investment funds can create fee drag, and what to do about it
You may be experiencing
fee drag on your investment performance.
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Investment Management is Changing
That '1%' fee is really 1.65%. (Truthifi, Fuchs Financial)
Stock fund fees are down 62% since 1996. (ICI)
Before
Paying high fees
Lower portfolio performance
After
Higher portfolio performance
Compounding investment growth
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Step 1: Free Report
Download and read your Free Report on investment Management
Step 2: Set a Meeting
To learn if you’re paying high fees, share your current account statement in this meeting or send it to us beforehand for analysis.
Step 3: Results and Reccomendations
At the end of your meeting you’ll have a illustration of the fees you currently pay and how much you can save
Advisor Fee Comparison Calculator
If you’re considering working with a financial advisor you should know what you’re fee is costing you in portfolio growth.
Compare the 1% AUM model V.S. Longitude Financial’s compound fee
Your results will estimate the total savings over 10, 20 and 30 years and let you know how quickly it breaks even when compared with an AUM only fee model.
Independent
Secure
Private
Fiduciary
This is for you if:
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Paying 1% every year compounds to erode investments more over time.
That '1%' fee is really 1.65%." (Truthifi, Fuchs Financial)
What’s Included in our investment management?
The same (or better) service at lower prices
Personalized risk profile
Annual Planning Meeting
Portfolio Rebalancing
Fiduciary guidance