Advisor Management Fees Access To Advisor
3% +
- Hard To Reach
- Rare To Get A Bank Advisors Even On A Phone Call
Robo Advisors
- Never
- You Manage Yourself
- No Phone Numbers Or Even An Email Address
Exponent Investment Management
1%-1.5% *
- Always Available To Meet Or For A Call
- Customers First
- Help Out In Many Ways More Than Just Investing

* Fees vary depending on asset size. Larger accounts get a lower fee.