Our Only Focus is
We are a flat-fee, fee-only service, which means we are compensated solely by our clients and never accept any fees or compensation from brokerage firms, mutual fund companies, or insurance companies.
Why do flat fees matter?
$1,000 annually (0.1%)
the industry average of $10,200 (1.02%).
For a $1,000,000 investment, with compounding over a 10-year period, that’s
more that you’ve earned using Portfolio Exchange.