Fees & Costs

Investments Fees & CostsInvestments Fees & Costs



Why Fee-Only

At HonorVise, we earn a low fee for engineering and monitoring your portfolio.  That's it.  No commission, no hidden fees, no surprises.

 
The Facts on Fees

Knowledge about fees is power. HonorVise will teach you what you need to know about fees and how they impact wealth creation.

 
Why Fees Matter

See how just a 1% reduction of fees will significantly improve your long-term investment results.    

 
HonorVise Fee Schedule

Our fees are among the lowest in the industry.  Unlike most advisory fees which are calculated based on a weighted average or tiered fee schedule, HonorVise charges one simple, easy-to-understand fee on the entire account .  

 
Fee Impact Calculator

Our Fee Impact Calculator will show you the long term impact of fees on your investment results.  Compare us to industry averages or your current investment advisor.

 


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Investment Articles
Investment Quotes
  • "Any chance that mutual funds as a group could outpace a suitably weighted market index (including large and small stocks alike) is, simply put, ‘gone with the wind.'"

    ~Jack Bogel, Vanguard, Ex-Chairman
  • "The only way an investor can get killed is by high fees or trying to outsmart the market."

    ~ Warren Buffett
  • "The stock market is designed to transfer money from the active to the patient."

    ~Warren Buffett
  • "The S&P index benchmarks outperformed their active peer funds in all nine Morningstar style boxes over the past ten years."

    ~Gus Sauter, Vanguard Group
  • "The only consistent superior performer is the market itself and the only way to capture the superior consistency is to invest in a properly diversified portfolio of index funds."

    ~Rex Sinquefield, Director, Dimensional Fund Advisors
  • "For most of us, trying to beat the market leads to disastrous results."

    ~Prof. Jeremy Siegel, author
  • "It is basically impossible to beat the market."

    ~Prof. Eugene Fama
  • "I was not always an obnoxious indexing zealot. Ten years of believing in and selling active management strategies in the brokerage industry made me this way."

    ~Rick Ferri,CFA, author, financial adviser

  • "The media focuses on the temporarily winning active funds that score the more spectacular bull's eyes, not index funds that score every year and accumulate less flashy, but ultimately winning, scores."

    ~W. Scott Simon, author
  • "A low-cost index fund is the most sensible equity investment for the great majority of investors. My mentor, Ben Graham, took this position many years ago, and everything I have seen since convinces me of its truth."

    ~Warren Buffett
  • "Only about one out of every four equity funds outperforms the stock market. That's why I'm a firm believer in the power of indexing."

    ~Charles Schwab
  • "Of the 355 equity funds in 1970, fully 233 of those funds have gone out of business. Only 24 oupaced the market by more than 1% a year. These are terrible odds."

    ~Jack Bogle
  • "The fund industry's dirty little secret: most actively managed funds never do as well as their benchmark."

    ~Arthur Levitt, Chairman, SEC