You will find that our fees are very competitive. In the table below, you will find an fee comparison for a $1 million portfolio:
| Firm |
Fee Rate |
Fee Charged |
Port. Report. |
Port. Rebal. |
| FPL Capital Management |
Flat |
$1,000 - $2,500 |
Yes |
Yes |
| Merrill Lynch |
1.75% - 2.50% |
$17,500 - $25,000 |
Yes |
Yes |
| Smith Barney |
1.75% - 2.50% |
$17,500 - $25,000 |
Yes |
Yes |
| Insurance Agents |
2.00% - 5.00% |
$20,000 - $50,000 |
No |
Yes |
| Most Fee-Only Advisors |
1.00% - 1.25% |
$10,000 - $12,500 |
Yes |
Yes |
|