About Independence
Fee Structure
Independence Fee Structure
Our fees are fully transparent. Our fee structure is based on your Assets under Management (AUM), decreasing in scale as your investments increase in value. We have designed our fees to deliver you the greatest value as we work to increase your investment portfolio.
Our fee is all-inclusive, and covers all of our core services, including: Investment Policy development and documentation, Monte Carlo simulation analysis (where applicable), asset allocation and portfolio construction, manager search and selection, and performance measurement and reporting.
Independence by Convergent™ does not accept any other fees, revenues, rebates, or consideration (e.g., referral fees, share in brokerage commissions, soft dollars, 12(b)1 fees, revenues from sale of other services and products) directly or indirectly from anyone besides you.