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If all of the people who owned level load funds (C-shares) at year end 2009 converted to advisor share class funds, they could collectively save over $2.5 BILLION in fees!

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Advisor Class and Institutional Mutual Funds

Diversify amongst multiple mutual fund families without wrap fees or commissions.  Click to see Fund Families

 

Online Goal Planning

Incorporate retirement, college saving, and insurance into your plan with your current account values.  More

 

Advice

Education and general advice is free.  Personalized unbiased advice is available on your terms: available by the hour or for a flat fee.  More

 

Research Tools

Gain access to institutional research reports.  More

 

Webinar/Live Q&A

Attend free webinars to learn and ask questions.  More

 

 


What we do for our members: 

We make investing affordable by offering mutual funds at wholesale prices.  We refuse commissions and wrap fees and pass on the savings to you. 



Example: Marty & Beth Save

Marty and Beth invested $100,000 in a popular mutual fund, American Funds Growth Fund of America on January 31, 2005 and held it for  5 years.  As InvestForLess members, they bought the F-1 share, (advisor class share).  Which one would you purchase?



This example is for illustrative purposes only.  The returns and savings are as of 2/18/2010, and all returns are net of fees. including the annual membership fee.  American Funds Growth Fund of America F-1 share (GFAFX) is only available through a registered investment adviser.  The fee-based account was invested in GFAFX and was charged 1.5% annually based on the size of the account (billed quarterly).  Click here to see the expense ratios of the funds above.  The actual return and cost of any investment will fluctuate so an investor’s realized savings may be more or less than shown.  Please read the prospectus for any fund you are considering purchasing for a description of all fund fees and expenses and the fund’s investment objectives.  Data source Morningstar® as of 2/18/2010.

Why can't I save by going direct?

Other companies do not permit you to purchase the lowest cost share classes of "load funds".  Typically advisors add 1%-2% a year to the cost of these types of funds.  We never charge commissions or wrap fees.  Learn More

What's the catch?

There isn't one.  We believe we have one of the lowest cost and most transparent investment platforms available, anywhere.  InvestForLess only receives your annual fee.  Period.   Learn More

 

To find out if InvestForLess is right for you, call  1-888-537-7250.  

    Absolutely no sales pitches.  No hassle.         Just your personal savings estimate.

 

 

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