Expense Audit & Fee Negotiation

Clients should be made fully aware of all expenses associated with their investment portfolios.

All too often, we have encountered situations where many expenses have not been disclosed by prior service providers. In many of these instances the Lowery team has been able to expose the hidden fees and aggressively negotiate a lower fee or lower overall expense ratio.

If you serve in a fiduciary role, you have a responsibility to understand and manage the expenses related to the portfolio. Your Lowery team will assist you by building transparency into the process. 

To learn more about Lowery Asset Consulting’s Expense Audit and Fee Negotiation Services, contact us today.