We are located in Plymouth Minnesota but can manage investment portfolios all around the United States.
Average Fund Fees
The industry average mutual fund annual expense ratio is 1.08%. The average fund we use is 0.19%. This cost savings can be significant over time.
Average stock fund loads are 5.75%. This is a charge just for buying the fund. These costs are completely unnecessary with today's investment options available.
Zero is a Fiduciary which means by law we have do what is in your best interest. We work for YOU, not an investment company selling products.