Fee Negotiation Kit
Everything you need to walk into your next advisor conversation knowing exactly what to ask and what to say if their fee seems high. Works for any advisor, anywhere — not tied to a specific firm.
Questions to ask before signing
The six questions that actually surface hidden fees and conflicts of interest.
Word-for-word negotiation script
Exact language to ask for a lower rate without sounding confrontational.
Fee comparison worksheet
See your annual cost in dollars at 0.5%–1.25% for your actual portfolio size.
When to walk away
Four concrete red flags that mean it's time to interview someone else.
This kit is informational only and not financial or legal advice. It's a general reference for any financial advisor conversation, not specific to any one firm.