Don't answer that yet. First find out what they cost you - in dollars, not percent. The free Fee X-Ray scans your advisory fee and the overpriced funds they put you in. About two minutes.
It's whether what they cost is worth what they do. Most people can list the first column. Almost nobody has seen the second.
Only one column has numbers in it. Assumes a 1% advisory fee and a 7% annual return, the same math as the calculator on our homepage. The Fee X-Ray fills in the second column with your numbers.
The two numbers your advisor's quarterly report is designed not to include.
Not "1%." The actual annual amount coming out of your accounts, and what it grows to if you keep paying it.
Every holding's expense ratio next to the cheapest equivalent. Plenty of advised portfolios still hold funds that pay the firm more. You'll see whether yours does.
Your fees, added up and projected forward. That's the number that answers the question in the headline. You decide what to do with it.
No account to create, no password to invent.
Through SnapTrade, the same read-only link most investing apps use. We can see your holdings. We cannot touch them.
Advisory fee and fund costs in dollars, projected forward. Free.
Want the full picture - allocation gaps, benchmark comparison, a specific action plan? That's the full report, from $149. The Fee X-Ray is free either way. See a sample report
We show you the math. You decide. That's the whole product.
Run my free Fee X-Ray →