THE ARCHIVE

The earlier work.

Before the books and the game took the front door, KeepMore was an advisory-services practice: fee examination, benchmarking, and negotiation. Those pages still work. They live here now.

Nothing in this archive is investment advice, and the education side of this site is a separate thing from the services described here.

ADVISORY SERVICES

The Head StartFee negotiation at the outset of a managed relationship.OPEN →The SutureLocating and closing the drain in an existing account.OPEN →The Cash OutExit strategy for business owners.OPEN →Confidential Fee ReviewThe booking page for the services above.OPEN →

FEE TOOLS & SIMULATIONS

The ExaminationThe living-ledger fee calculator.OPEN →Advisor Fee BenchmarkCompare a fee against industry standards.OPEN →The Drain TestWhat dollar-cost averaging built or drained in a real holding.OPEN →Retirement Forecasting TestHow fees change long-term retirement outcomes.OPEN →The Games HubThe original everything-in-one-room games page.OPEN →

RESEARCH & WRITING

Weekly Fee NotesThe press and coverage archive.OPEN →EssaysLong-form essays on fees, behavior, and markets.OPEN →What a 1% advisor fee really costsArticle.OPEN →How to negotiate advisor feesArticle.OPEN →Getting a financial-advisor second opinionArticle.OPEN →Should I roll my 401(k) into an annuity?Article.OPEN →MedThe medical-lane page.OPEN →

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