Our Fee Structure

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We believe in lowering our clients’ fees as much as possible. To do this, we provide risk-managed portfolios that make choosing and implementing a personal investment strategy simpler than ever. We are a fiduciary and a “fee-only” firm.

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The AssetBuilder basics are concrete:

• Indexing is the path to achieving asset class returns.
• Indexing is the primary way to reduce investment expenses.
• Asset allocation is a tool for managing risk.
• Efficiency in operation is the way to achieve the lowest possible costs.

Since our inception we’ve subscribed to the methodology of passive investing and indexing and continue to practice this low-fee model for our clients.