Our Fees
In 1985, Resource Advisory Services was created as a Fee-Only and fiduciary financial advisory firm with our compensation clearly stated. Mumbo jumbo still hides far too many expenses in financial services. The cost of our relationship is clear, in dollars. We also discuss investment performance for whole portfolios, both before and after Resource Advisory fees. Quoted returns include all expenses. This is not always the case with advisors.

Although our annual fees are generally 1% of securities portfolios, we emphasize the fact our fee is a retainer for a comprehensive financial advisor relationship. Investment management is only a part. We consider ourselves “on call” for virtually any matter related to building and enjoying wealth.

In preparing Quarterly Reports, we often recognize issues that need attention before our clients see them. Among retired clients, for example, we sometimes say, “your checking account balances have been drifting down for a few quarters. Should we increase monthly transfers from your investment accounts?” Our relationship history helps set a reasonable level, without risking security.

There is more to money than money®. And, we really do take pleasure in developing relationships that help people build and enjoy wealth.