“The average cost of owning a mutual fund is 3.17% per year!”
-Tony Robbins (Money, Master the Game)
By eliminating the outside Third-Party Manager and bringing the investment management in-house, we can control the costs our clients pay while still providing an individual approach to investing. While advisor fees are generally transparent, what about the other fees associated with money management?
| Total Assets Billed: $1,000,000 | ||
|---|---|---|
| Cost to Client | Industry Standard | Atlas Investment Management |
| Advisor Fee | $10,000 | $10,000 |
| Asset Management | $4,700 | $3,500 |
| Portfolio Cost | $10,000 | $3,000 |
| Net Fees | $24,700 | $16,500 |
| TOTAL ANNUAL SAVINGS: $8,200 | ||
