* Typically 60% or more is fully liquid – remainder has approximately quarterly liquidity. See full disclosure for more detail.
** The average annual fee for a $500,000 account according to the AdvisoryHQ Study – Average Financial Advisor Fees 2018-19
PRICING
A penny saved~ Benjamin Franklin
is a penny earned
Transparency is
the greatest policy
Tradition offers fully transparent fee-only investment management and financial planning services. The 1% fee you see is the fee you pay, we do not collect hidden fees, and we do not receive any commissions or payments from the funds we invest in. By aligning our interests with yours you can be sure you are receiving unbiased advice free of any conflicts of interest. Access stronger portfolios, wiser diversification and a personal investment adviser for one flat fee. eMoney personal financial tool helps you get your finances and investments organized – calculate your assets, liabilities, and net worth; track expenses and income sources over time. See how your portfolio and retirement is impacted with different expenses, savings, and investments choices.
GET STARTEDFee savings calculator
Account Value After 25 Years-
Initial Investment
$ UPDATE
- Tradition $333,831
- Typical Advisor $329,641
- Potential Savings $4,190
For the purposes of this fee savings projection we are assuming a constant 6% annual return for both Tradition and the Typical Advisor for a period of 25 years. Based on the initial investment after 25 years of growth and fees, an account with a Typical Advisor charging 1.05% (the average annual fee for a $500,000 account*) would be worth $329,641, while an account with Tradition with a 1% annual fee would be worth $333,831 leaving you with $4,190 more than with a Typical Advisor.
* Source: AdvisoryHQ Study - Average Financial Advisor Fees 2018-19
- Typical
Advisor 
DARE TO COMPARE
We know you have a lot of options to choose from when seeking help investing your money. Here is how Tradition compares to a typical advisor.
 |
 |
|---|---|
| extensive | varies |
 |
rarely |
| $50,000 | typically $500,000 |
|
sometimes |
|
|
|
sometimes |
|
sometimes |
 |
varies |
|
varies |
|
varies |
| 1.00% | 1.05%** |
Strong Expected Risk-Adjusted Returns
A Risk-Adjusted Return is an investment's return that has been adjusted by a factor that measures how much risk is involved in producing that return. In other words - risk-adjusted returns take into account how much risk was taken in generating those returns and levels the playing field between investments that have provided a somewhat lower return, but at a low level of risk and investments that have provided a somewhat higher return, but due to taking on high levels of risk.
Utilizes Active and Alternative Managers Where Beneficial
While it is true that high cost active management has tended to lag cheap passively managed index funds as a whole - there are still areas and asset classes where the majority of active managers do outperform the benchmark. There are also mutual funds that provide access to asset classes and alternative strategies that are simply not possible or available in an ETF format. Tradition Capital utilizes the best of both worlds and holds extremely low-cost, passive ETFs where available and beneficial but is willing to utilize other options where they add value.
Benefits from Illiquidity Premium
Illiquidity Premium is the excess return that investors demand on illiquid investments over an equivalent, more liquid, option.