0.35% a year · Complimentary fee check

Our fee is 0.35% a year. See what you’re paying now.

Many people never see their full cost in one place. Upload a recent statement and Brandon Lloyd, CFP®, a fiduciary financial planner in Alexandria, will add up what you pay today: the advisory fee, fund expenses and account costs, in dollars a year. Complimentary, with no obligation. Our 0.35% does not include fund expenses, which are paid to the fund companies.

Prefer a phone call? Request a call back

Brandon Lloyd, CFP®, will call you himself during business hours. We use your number only to return your call.

  • Your current all-in cost, in dollars a year, line by line
  • The fund expenses inside your account, which many statements do not show
  • What 0.35% a year would cost on the same balance
  • What you get for the fee: planning, ongoing advice and a fiduciary standard

Send a statement

Takes about two minutes. A PDF or a phone photo is fine.

How your documents are handled

  • Encrypted in transit. Your files travel over a secure, encrypted (HTTPS) connection.
  • Sent only to us. Uploads go to our form system, and only Mountain View receives them. We use them for your fee check and never sell your information. Privacy Policy
  • No copy left on your device. This page does not save your files.
  • Send only what we need. Cover all but the last four digits of account numbers, and leave out Social Security numbers.
  • Rather not upload? Call or text (571) 368-6178 and we will arrange another way.
Up to 8 files, 8 MB total

Your documents are used only to prepare your fee check. Privacy Policy

How it works

1UploadSend a recent statement. A PDF or a phone photo is fine.
2We add it upA CFP® professional finds every cost: advisory fee, fund expense ratios, and account or trading fees.
3Your summary in 48 hoursA plain-English written summary by email, with your current cost and ours side by side.

What we add up

The advisory feeWhat your advisor or plan charges, as a percent and in dollars. Some fees are billed from the account and easy to miss.
Fund expensesEvery mutual fund and ETF charges an expense ratio, taken out inside the fund. Your statement usually does not show it.
Account and trading costsWrap fees, platform fees, commissions and 401(k) plan administration fees.
Annuity and insurance costsIf you own an annuity, its rider and contract charges. We list them, but we only compare like with like.

Our fee, in plain numbers

0.35% a year of the assets we manage. On $500,000 that is $1,750 a year. At 1.00% it would be $5,000. Billed quarterly, after the quarter, on your average daily balance. Financial planning is included for ongoing clients, and there is no account minimum. Fund expenses are extra: the funds you own charge their own expense ratios, paid to the fund companies, and the custodian may charge some trading or account fees.

A lower fee is only part of the picture. We will also tell you what you get for what you pay now, and whether switching makes sense, including any costs of moving.