1Companies on the Money Managers list are registered investment advisers with the Securities and Exchange Commission and have full discretionary control over where all of their clients' money is invested. This criterion is in keeping with the standard used by Pensions & Investments. Information is supplied by the companies unless footnoted in original list.
2Source: Personal Capital – Financial Savings Report The Real Cost of Fees.
3Assumes $500,000 invested over a 35-year period returning 7% annually, gross of fees. Competitors fees are calculated at 1.25%. Beese Fulmer’s fees are calculated using our current fees structure which can be found under the “Fully Transparent Fees” page of our website. Fees in this example are being deducted from the account. The performance assumed in this example is no guarantee of future performance.
