Request a Free Expense Analysis Report

Complimentary Expense Analysis Report Request Form

We offer a complimentary Expense Analysis Report to analyze your investment expenses. Our investment expense analysis report will show you the actual gross and net prospectus expense ratios, audited net expense ratios, and all 12b-1 fees that you are paying on mutual funds, exchange-traded funds and other similar assets that you hold on your bank or brokerage statements. If you have $1 million or more in investments and are looking for objective, fee-only investment advice, please complete the form below. We will contact you to request the specific information that we will need to prepare your personalized investment expense analysis report.  

Contact Form Request Expense Analysis
Full Name (*)
Please type your full name.
E-mail (*)
Invalid email address.
Invalid Input
How did you hear about us?
How should we contact you?
Invalid Input
Please enter code. Please enter code.
Invalid Input

  • CFP
  • AIF
  • Fee Only
  • CEFEX tm logo 195px trans