Low costs matter.
We keep our fees and costs low so you can keep more money invested and working for you. It may seem insignificant now, but over time, these small savings add up in a big way.
Our fees
Our management fees are some of the lowest in the industry and are based on assets under management (AUM). Rest assured that these low fees never come at the sacrifice of service. No matter what you invest, you will always receive the attention and guidance you deserve.
AssetBuilder also offers a range of Financial Planning Services for a fixed fee, as well as an hourly rate for additional financial planning consulting services.
Efficient Trading
Brokerage fees, commissions, and taxes incurred from trading can eat into your returns over time. By taking a disciplined approach, we trade only when it is your best interest, thus reducing these transaction costs and minimizing their impact on your returns.
We are fee-only
We are fee-only advisors, meaning we charge a flat fee for our services and do not earn commissions, referral fees, or any other form of compensation from third parties. That way, you can trust that our advice is objective and tailored to your financial goals.
Tax-efficient investing
We employ tax-efficient strategies to help minimize the impact of taxes on your investment. That helps you keep more of your investment returns invested and growing your wealth.