Fee Benchmarking and Vendor Selection

We will make sure you know exactly what you’re paying and how the services you are receiving compare with alternative solutions. We may simply negotiate lower fees, enhanced services or improved investment flexibility with your current vendor, or perhaps lead you through a search and transition process. Few, if any, advisory firms provide the access and experience we leverage when benchmarking and negotiating vendor fees and services.

Do You Know Your Total Plan Cost?
Do You Know Your Options?