Comments on: Should you put ETFs in your 401k? http://www.wiserinvestor.com/etfs-in-your-401k/ Wiser Wealth - Invest Smarter Tue, 27 Jul 2010 14:10:50 +0000 hourly 1 http://wordpress.org/?v=3.0 By: John-David Haire http://www.wiserinvestor.com/etfs-in-your-401k/comment-page-1/#comment-216 John-David Haire Fri, 29 Jan 2010 19:56:57 +0000 http://www.wiserinvestor.com/?p=1233#comment-216 Casey, Our Managed ETF 401k platform costs 75bps. This includes trading, custody, reporting, etc. You then add about 30bps for ETF costs for a total of 105bps. This obviously does not include your fee but I think you can see it is extremely competitive on price. The portfolio consists of 20 asset classes, approximately 90 ETFs, up to 25 customized allocations based on a 12 quesiton risk tolerance questionnaire. Each participant receives a proposal and IPS. We take full fiduciary responsibility. Participants open accounts online and the portfolio is built automatically. The minimum investment is $100. We buy fractional shares of ETFs. The larger accounts will receive reduce pricing on a participant level. We can roll administration costs into the Asset Management fee if the sponsor would like. There is an automatic annual review system built in for each participant and you are the advisor of record on all correspondence. If you would like to learn more please contact me at your earliest convenience. Thanks. John-David (404) 633-2772 Casey,

Our Managed ETF 401k platform costs 75bps. This includes trading, custody, reporting, etc. You then add about 30bps for ETF costs for a total of 105bps. This obviously does not include your fee but I think you can see it is extremely competitive on price. The portfolio consists of 20 asset classes, approximately 90 ETFs, up to 25 customized allocations based on a 12 quesiton risk tolerance questionnaire. Each participant receives a proposal and IPS. We take full fiduciary responsibility. Participants open accounts online and the portfolio is built automatically. The minimum investment is $100. We buy fractional shares of ETFs. The larger accounts will receive reduce pricing on a participant level. We can roll administration costs into the Asset Management fee if the sponsor would like. There is an automatic annual review system built in for each participant and you are the advisor of record on all correspondence. If you would like to learn more please contact me at your earliest convenience. Thanks.

John-David
(404) 633-2772

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