Clarity protects you. Before you book a call, here is what The KeepMore Company is — and what it is not.
The KeepMore Company provides fee examination, benchmarking, and negotiation services. We review what you already hold or what you are being offered, identify the costs and fee layers, compare the arrangement against a neutral benchmark, and help you use that evidence to pursue a fairer relationship.
The three services are The Head Start, The Suture, and The Cash Out. The Head Start is for negotiating a fee before a managed relationship begins. The Suture is for examining an existing managed account and addressing ongoing fee drag. The Cash Out is for business owners preparing for sale or succession who want the full value of what they built clearly documented.
Financial preservation means focusing on what you keep, not only what you earn. A fee may look small on paper, but when it is charged year after year on a large balance, it can remove money that otherwise may have remained invested or preserved. Our work is designed to bring those quiet costs into the open.
The process is narrow, documented, and evidence-based. We do not sell products, collect commissions, manage assets, or place trades. We examine the relationship, benchmark the costs, and help you negotiate from a clearer position.
No. The KeepMore Company does not custody investments or hold client assets. Your assets remain with the custodian, institution, advisor, or account provider you choose.
No. We do not place trades, make allocation decisions, or take discretion over client accounts.
No. We do not recommend individual stocks, bonds, funds, securities, or trades. The service is not stock-picking or portfolio management.
No. The benchmark is a measuring tool. It is used to help evaluate cost and value. It is not a recommendation to buy, sell, copy, or adopt any portfolio.
No. The KeepMore Company does not provide investment advice, legal advice, or tax advice. Clients should consult properly licensed professionals for those services.
I act in your interest — with clarity, loyalty, care, and honesty, and no product-based conflicts. To be precise about the word: I am not a registered investment adviser and I do not give investment advice, so I do not carry formal fiduciary status. What I offer instead is a transparent, documented process and full disclosure of how I am paid.
No. The KeepMore Company does not sell financial products and does not receive product commissions.
Not for advisor connections — if you ask for names, any we offer are for your consideration only, with no kickback to us. The one place compensation enters is The Cash Out: there I am paid a fixed share of the deal broker’s existing commission, which comes out of the broker’s side at no added cost to you, and is disclosed to you in writing, up front.
No. The goal is a fair relationship, not necessarily an exit. If your current relationship can be made clearer and fairer, that may be the best outcome.
Standard methods: ACH bank transfer, wire, check, or credit card. Available options may depend on the project and amount.
If the examination finds nothing worth pursuing, you owe nothing for the examination. The first call is free and commits you to nothing.
Fees depend on the scope, complexity, service type, and amount of work required. The guiding principle is simple: the work should make financial sense relative to the value being examined, preserved, or negotiated.
You can book directly through the calendar using the "Book a Confidential Review" button. The call is private, free, and designed to determine whether there is anything worth examining.
You do not need to prepare much for the first call. If available, have a general sense of the account size, current advisor or institution, fee concerns, or business-exit situation. Documents can come later if the fit is right.
No. The goal is not to force an exit. In many cases, the goal is to make an existing relationship fairer, clearer, and better supported by evidence. If you later decide you want a different relationship, that decision remains yours.
The service is generally most useful for people with managed portfolios above $250,000, people receiving an inheritance or windfall, people entering a new advisor relationship, people who suspect they are overpaying, or business owners preparing for sale or succession.
Request the Quiet Loss Checklist. It will help you understand the questions to ask before hiring an advisor, staying with an advisor, or entering a major financial transition.
You can start by booking a confidential review or requesting the Quiet Loss Checklist. If you are ready to talk, book directly on the calendar. If you are still gathering information, request the checklist first.
A first call costs nothing and commits you to nothing. We'll tell you plainly whether there is anything worth examining.
Book a Confidential Review →