How to profit from investing
In this back-to-basic video, you will learn why you should be investing. Whether it be in stocks, real estate, bonds or even crypto currencies investing
Whether you’re growing, optimizing, or preparing to pass the torch, our Wealth Plan guides each decision: tax, cash flow, risk, and investing—so you can live on your terms.
A planning-first approach to taxes, risk, and portfolio—so you can move with clarity.
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Exponent Investment Management is different from banks because they focus on building long-term, passive income strategies designed to grow your wealth and take care of your family for generations.
| Advisor Type | Management Fees | Benefits & Features |
|---|---|---|
|
Exponent Investment Management Inc. |
0.3% – 1.6% * |
– Custom Plans – Managed Custom Trading – Experienced Advisors Always Available To Meet Or For A Call – Customers First – Managed Estate Planning, Tax Planning and Insurance |
|
Banks |
1.5% – 3% |
– Sells You A Pre Packaged Plan – Pre-packaged fixed stocks – Hard To Reach or Entry Level Customer Service Rep – Shareholders First – Rare To Get A Bank Advisors Even On A Phone Call – Need Another Customer Service Rep for Estate Planning, Tax Planning and Insurance |
|
Robo Advisors |
0.3% – 0.4% + Product Fee |
– Do-It-Yourself Plan – Do-It-Yourself Trading – No Support or Advisors – Shareholders First – No extra features |
* Fees vary depending on asset size. Larger accounts get a lower fee.
Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.
Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.
Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.
You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.
A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.
A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.
Whether your situation has changed or remains the same regular checkups are important for staying on track.
Your advisor is here to take care of you. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning.
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