A first call costs nothing.
No products, no pressure, no obligation. We tell you plainly whether there is anything worth examining — and if there isn't, we say so.
If you suspect your money may be costing more than it should —
Most valuable above roughly $250,000 invested, where even a small fee compounds into real money.
Three steps. No script.
You describe your situation in your own words. Nothing is required in advance, and there is no script to get through.
We tell you whether there is likely a real fee or value issue worth examining — and, just as honestly, when there is not.
If a closer examination makes sense, we explain exactly what it involves. If nothing looks wrong, we say so and you owe us nothing.
"What surprised me most was seeing how much I would have been charged month after month if he hadn't gotten involved. By the end, I wasn't just saving money — I understood what was happening and felt confident every step of the way."
— Rob B., KeepMore Client
What to bring (none of this is required):
Your most recent account statement, if handy. Any fee schedule or advisory agreement. A rough sense of your balances and what prompted the call. Bring what you have, or bring nothing but your questions — we will start from wherever you are.
Your information stays private — used only for your review, never sold or shared. A mutual NDA is available on request.
Find out what you're quietly losing.
Pick a time that suits you. The first call is free, confidential, and commits you to nothing — and if your accounts look fine, we will tell you so.
"You'll be talking to me directly — not a call center."
Nate SillymanFOUNDER · THE KEEPMORE COMPANY