Use the below advisory fee comparison calculator to compare your current advisory fees with those available with Zach at Independence Square Advisors.  This is meant to be an approximate guide to a point-in-time estimate of those fees.  It is not representative of any individual experience and does include the effect of market price changes and/or cash flows into and out of the account.

According to the Schwab 2017 RIA Benchmarking study, fees among advisory relationships remained steady between 2012 and 2016 at an average of 1% for investable assets of $1M or less.

I believe that is too high.

As a fiduciary, careful consideration is owed to the manner in which an advisor sets his or her fees.  My fee schedule is not an attempt to undercut the market but rather a reflection of this belief.

Schedule an introductory video conference with me at a time that is convenient for you.  This scheduling system is just one of many efficiencies I have introduced into my practice that are designed to enhance my client experience and provide tangible value.

I understand!  Choosing a new financial advisor is and should be a carefully considered decision.  While you continue to evaluate your options, you may subscribe to my Insights blog here and see how I think about markets, economics, and the world around us.  When you are ready, reach back out and we can start the discussion of your financial future.