A Confidential Fee Review
A second set of eyes, before anything changes.
A confidential fee review is for people who suspect their money may be costing them more than it should — and want to know plainly, without being sold anything.
- ◆You have an advisor or managed account and have never had the fees independently examined.
- ◆You are choosing an advisor and want to know what a fair arrangement looks like first.
- ◆You have come into an inheritance or windfall and want it examined before anyone manages it.
- ◆You simply want a second set of eyes — no decision required.
Every place value quietly leaves.
Most costs never appear on a single, honest line. We bring them into the open and measure them against a neutral yardstick of public index funds.
- ◆Advisory and management fees — what you actually pay, measured against a fixed benchmark.
- ◆Fund and product expense ratios layered quietly inside the account.
- ◆Cash that sits idle at a near-zero sweep rate while better options go unused.
- ◆Account structure and wrappers — whether the vehicle itself is costing you more than its twin.
What this review is not.
- ✕We do not manage your money, hold your assets, or place trades.
- ✕We do not sell products, and we earn no product commissions on anything you own.
- ✕We do not tell you to leave your advisor — the goal is a fair relationship, not an exit.
- ✕This is not investment, tax, or legal advice, and not a recommendation of any provider.
Plain, brief, and yours to end.
We listen
You describe your situation in your own words. Nothing is required in advance, and there is no script to get through.
We orient
We tell you whether there is likely a real fee or value issue worth examining — and, just as honestly, when there is not.
We agree on next steps
If a closer examination makes sense, we explain exactly what it involves. If nothing looks wrong, we say so and you owe us nothing.
Whatever you have — or just questions.
- ◆Your most recent account statement, if one is handy.
- ◆Any fee schedule, advisory agreement, or proposal you have been given.
- ◆A rough sense of your balances, your goals, and what prompted the call.
None of this is required. Bring what you have, or bring nothing but your questions — we will start from wherever you are.
Nate Sillyman
Thirteen years inside brokerage and advisory firms — then I left to sit on the other side of the table. No products, no product commissions, no quotas. Just an examined, documented look at what your fees are really costing you.
“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
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.