Our Fees
“You get what you pay for!” Really?!? That’s a common idiom and it sure sounds and feels better when you pay top dollar for something that you perceive to be of high quality.
In the financial services world we think this is nonsense! My Portfolio Guide asks you to reconsider the value you’re actually getting from your current advisor. Are they charging you 2%...or even 1%? (with another layer of fees that you're not aware of) When you add in transactions costs, operating expenses on mutual funds, loaded sales charges and other miscellaneous expenses, many investors are shocked at what the total expense is and the severe impact it has on their portfolio.
We’re not questioning anyone’s work ethic; we work extremely hard for you too. We’re simply questioning what you pay for over what you actually get…
Fee Schedule
The following are the standard fees charged by My Portfolio Guide, LLC for services provided. This is a "starting point" as our goal and aim is to match or beat your current advisory fees:
| Fees for these services will be based on a percentage of Assets Under Management as follows: | |
| TOTAL ASSETS UNDER MANAGEMENT | ANNUAL FEE |
| $0 - $1,000,000 | 0.90 % |
| $1,000,000 - $2,000,000 | 0.80 % |
| $2,000,000 - $3,000,000 | 0.70 % |
| $3,000,000 - $5,000,000 | 0.50 % |
| Above $5,000,000 | 0.40 % |
Our fee schedule is as competitive as anyone else in the entire financial services industry because we know what it costs to provide actual value. We eliminate vast amounts of overhead so that costs don’t get passed to you. You hire us for investment guidance….not for a plush office in a high rise building, fancy desks, or a $100 steak dinner. We take the time to educate you on the various fees your portfolio currently has (both the known ones and the hidden ones you are often talked through or simply not properly informed of). Once you see this in actual dollars only then will you understand how substantial the savings can be and what a drag on performance it is to you if it's not immediately improved.
Even to a self-managed investor who pays zero in advisory fees, we only have to beat their net performance. If we can’t sit down with you and within five to ten minutes literally show you how to save thousands of dollars every year, we haven’t met our promise. Test us...and the compare that to what you have now.
We welcome the opportunity to show you how we can do this and save you money over what you actually pay now.