Pricing

What it costs — in writing, before anything begins.

The fees we examine are hidden. Ours never will be. Here is exactly how we are paid — and why our incentives point in only one direction: toward the money you keep.

1

The first conversation is free.

Thirty minutes. We look at your situation and tell you plainly whether there is anything worth examining. If there is not, that is the entire engagement — and it costs you nothing.
2

The examination is a flat fee — fixed, and never a percentage of your assets.

You are told the exact number, in writing, before any work starts. It does not scale with the size of your portfolio, and it never recurs. And if the examination finds nothing worth pursuing, you owe nothing for it.
3

The negotiation is success-based.

If we find savings and you authorize us to act, we keep an agreed share of what we actually recover for you — set in writing before we begin, and structured so our fee can never exceed the value we create. We are paid more only when you keep more. If we save you nothing, the negotiation costs you nothing.
Why we price this way

A reasonable skeptic’s first thought about a fee examiner is the obvious one: “isn’t this just a second fee on top of the one I already pay?” It is the right question, and we built the entire model to make the answer no.

You risk nothing to find out whether a problem exists. You pay for the negotiation only out of money you would not otherwise have had. A one-time fee that removes a recurring one pays for itself once, and then keeps paying you every year after. Our incentive and your outcome are the same line item.

What we will never do
  • —Charge a percentage of your assets under management.
  • —Earn a commission on any product — because we sell none.
  • —Take a referral kickback for sending you to an advisor.
  • —Send an invoice you did not agree to, in writing, in advance.
  • —Manufacture a problem to justify our fee — if your fees are fair, our report says so.
One exception, disclosed plainly

For business-exit work (the exit & succession valuation review), compensation can come as a fixed share of the deal broker’s existing commission — paid from the broker’s side, at no added cost to you, and disclosed to you in writing before anything proceeds.

The number is yours before the work is.

Book the free call. We will tell you whether there is anything worth examining, and exactly what it would cost — with no obligation either way.

Book a Confidential Review  →
Read the hard questions, answered plainly  →