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 promise is to initially match or beat your current advisory fees by 25% or more:

Fees for these services will be based on a percentage of Assets Under Management as follows:
$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 what you actually pay now.

Take a look at the following chart and really give it some thought. It compares the three main ways of managing your money:

  1. Self directed investor paying only average expenses
  2. Average investor under a brokerage firm receiving any advisory/wealth management services, and
  3. What My Portfolio Guide’s services cost for a sophisticated and well built portfolio.

A “picture says a thousand words” but with investment dollars we like to put a number on it too…

On a typical portfolio of $1,000,000 My Portfolio Guide saves you $16,118 over an average advisory firm. Even if you’re going it alone and paying nothing in investment management fees we can save you $7,322 every year inclusive of our service!

Lastly, to show you how important this is, let’s assume you allowed us to serve you for the next five years. Those savings compound and using an annual return of just 7% over five years you would have an extra $121,785.07 !!!

Let My Portfolio Guide do the work and show you how to accomplish this. We imagine you can think of some far better ways to put that money to use….