It depends. For retirement plan sponsors, our annual fees range from 0.50% to as much as 0.70% (which includes full fiduciary services, participant education, administration oversight, sponsor support, etc.).
For private clients services, our annual fees generally range from 1.00% to 1.40% depending on the strategies you choose and the complexity of your particular financial situation. These fees are most often charged directly to your managed account(s).
For non-profits, we offer institutional rates that are extremely competitive, and start at only 0.50% per year. This includes all fiduciary services, including investment policy statement creation, WUPMIFA consulting, Board training, and donor engagement services.
For other financial institutions and independent advisors, our risk-managed and hybrid strategies are available at a low annual rate of 0.35% per year.
And you’ll find that our underlying investment expenses are among the lowest in the industry, often as low as 0.07%. That’s great value!