Flat Fee
Finally, professional advisor fees that make sense.
Most people have no idea what fees they pay their advisor. Even more people do not know they pay additional fees for products and services recommended by their advisor… potentially benefiting their advisor through lavish trips, gifts, or additional compensation.
Calculate Your Fees
Portfolio Value
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Average Industry Advisor Fee
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…but that’s likely not all you are paying.
fees on the additional dollars you contribute each year
fees on the growth of your portfolio
fees for products your advisor recommends
PLEASE NOTE: Limitations. The above is for illustration purposes only. The Traditional Planner fee estimate is based on Advisory HQ’s independent 2021 average financial advisors fee report. Although fees impact investment performance, no specific fee structure can produce positive investment returns. To the contrary, different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by PDS Planning, Inc.) will be profitable.
Surprised?
See how our flat fee compares.
What We Do
Comply with a fiduciary duty.
Have a transparent, flat-fee structure.
Talk in dollars, not percentages.
Work only for you.
What We Don't
Increase fees based on your contribution.
Increase fees based on your portfolio growth.
Receive commissions.
Charge hidden costs.
Don’t Pay More Simply Because You Have More Money.
