Phone: (206) 223-4533
Toll Free: (800) 488-8277
FAX: (206) 812-7549
There are many product options available for your consideration, but not all of them are a good fit for your plan. Our independent review produces actionable output in key decision areas – fee transparency, revenue sharing, proprietary fund requirements, service staffing model, and so on – to help you determine whether the fees associated with your plan are reasonable for the services provided, which is a basic fiduciary duty.