We may be right for you if: - You are interested in advice or financial planning on a Pay-As-You-Go pricing structure.
- You currently own or want to purchase mutual funds at the lowest possible fee and without commissions or "wrap" fees.
- You would like to reduce your annual fees on your mutual funds.
- You have held ANY C-share mutual funds longer than one year and would like to convert to institutional shares.
- You invest in A-shares and want to eliminate sales charges.
- You currently have more than $25,000 in a fee-based (asset-based) account and you are paying 1% or more in fees.
- You would like an online planning platform that shows you all of your accounts in one place.
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We are probably not right for you if: - You have a great financial adviser/planner. We do not want to disrupt your relationship. We strongly believe in advice and we hope our model encourages many, many people to seek advice from a qualified financial planner or adviser.
- You are an active stock trader. You may find a better stock trading price at some of our competitors, but we think you will like our rates.
- Fees are unimportant to you (there are some people that don't mind them!).
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