Portfolio Management Fees

Engage in Wealth has a Transparent
Approach to Fees:
An Investment Advisory Fee of
75-150 Basis Points (0.75% to 1.50%) Annually

The Only 3 Fees You will Ever be Charged, Ever!

Operating Expense Ratio
of the Funds

Operating expense ratio of Mutual Fund or Exchange Traded Funds. The gross expense ratio is the compilation of expense ratios of the mutual funds/ETF’s we use in the construction of our portfolios. For example with Dimensional Funds this ranges from .23% to .47%. There are no loads/sales commissions or 12b-1 fees associated with Dimensional Funds, DFA (www.dfaus.com).

Our Asset
Management Fee

Engage in Wealth is a fee only Registered Investment Advisor. This allows us to be free from conflicts. Our investment Advisory fee ranges from 0.85% to 1.50% and is the only way we are compensated.

Custodial Cost
for Transactions

Most mutual funds, stocks and ETF’s we use in client portfolio’s have no trading fees. When Mutual funds do have a transaction cost Engage in Wealth has negotiated a low rate of $9.99 transaction fee at TD Ameritrade Institutional and $24 at Charles Schwab.

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